Microsoft office 365 excel 2016

parsons | oja | carey desjardins Microsoft Office 365 ® ™ Excel 2016 ® Comprehensive For Microsoft Office updates, go to sam.cengage.com ® Copyright 2017 Cengage Learning All Rights Reserved May not be copied, scanned, or duplicated, in whole or in part WCN 02-200-203 This is an electronic version of the print textbook Due to electronic rights restrictions, some third party content may be suppressed Editorial review has deemed that any suppressed content does not materially affect the overall learning experience The publisher reserves the right to remove content from this title at any time if subsequent rights restrictions require it For valuable information on pricing, previous editions, changes to current editions, and alternate formats, please visit www.cengage.com/highered to search by ISBN, author, title, or keyword for materials in your areas of interest Important notice: Media content referenced within the product description or the product text may not be available in the eBook version Copyright 2017 Cengage Learning All Rights Reserved May not be copied, scanned, or duplicated, in whole or in part WCN 02-200-203 Want to turn C’s into A’s? Obviously, right? But the right way to go about it isn’t always so obvious Go digital to get the grades MindTap’s customizable study tools and eTextbook give you everything you need all in one place Engage with your course content, enjoy the flexibility of studying anytime and anywhere, stay connected to assignment due dates and instructor notifications with the MindTap Mobile app and most of all…EARN BETTER GRADES TO GET STARTED VISIT WWW.CENGAGE.COM/STUDENTS/MINDTAP Copyright 2017 Cengage Learning All Rights Reserved May not be copied, scanned, or duplicated, in whole or in part WCN 02-200-203 NEW PERSPECTIVES Microsoft ® Office 365™ & Excel 2016 COMPREHENSIVE June Jamrich Parsons Dan Oja Patrick Carey Carol A DesJardins St Clair County Community College Australia • Brazil • Mexico • Singapore • United Kingdom • United States Copyright 2017 Cengage Learning All Rights Reserved May not be copied, scanned, or duplicated, in whole or in part WCN 02-200-203 New Perspectives Microsoft® Office 365™ & Excel 2016, Comprehensive June Jamrich Parsons, Dan Oja, Patrick Carey, Carol A DesJardins SVP, GM Science, Technology & Math: Balraj S Kalsi © 2017 Cengage Learning ALL RIGHTS RESERVED No part of this work covered by the copyright herein may be reproduced or distributed in any form or by any means, except as permitted by U.S copyright law, without the prior written permission of the copyright owner Senior Product Director: Kathleen McMahon Senior Product Team Manager: Lauren Murphy Product Team Manager: Andrea Topping Associate Product Manager: Melissa Stehler Senior Director, Development: Julia Caballero Product Development Manager: Leigh Hefferon Senior Content Developers: Kathy Finnegan, Marjorie Hunt Developmental Editor: Robin M Romer Manuscript Quality Assurance: John Freitas, Chris Scriver Product Assistant: Erica Chapman Marketing Director: Michele McTighe Marketing Manager: Stephanie Albracht Marketing Coordinator: Cassie Cloutier Production Director: Patty Stephan Senior Content 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trademark of Microsoft Corporation © 2012 Microsoft Microsoft and the Office logo are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries Cengage Learning is an independent entity from Microsoft Corporation and not affiliated with Microsoft in any manner Disclaimer: Any fictional data related to persons or companies or URLs used throughout this text is intended for instructional purposes only At the time this text was published, any such data was fictional and not belonging to any real persons or companies Disclaimer: The material in this text was written using Microsoft Office 365 ProPlus and Microsoft Excel 2016 running on Microsoft Windows 10 Professional and was Quality Assurance tested before the publication date As Microsoft continually updates the Microsoft Office suite and the Windows 10 operating system, your software experience may vary slightly from what is presented in the printed text Microsoft product screenshots used with permission from Microsoft Corporation Unless otherwise noted, all clip art is courtesy of openclipart.org Library of Congress Control Number: 2016941948 Soft-cover Edition ISBN: 978-1-305-88040-5 Loose-leaf cover Edition ISBN: 978-1-337-25147-1 Cengage Learning 20 Channel Center Street Boston, MA 02210 USA Cengage Learning is a leading provider of customized learning solutions with employees residing in nearly 40 different countries and sales in more than 125 countries around the world. Find your local representative at www.cengage.com Cengage Learning products are represented in Canada by Nelson Education, Ltd To learn more about Cengage Learning, visit www.cengage.com Purchase any of our products at your local college store or at our preferred online store www.cengagebrain.com Printed in the United States of America Print Number: 01 Print Year: 2016 Copyright 2017 Cengage Learning All Rights Reserved May not be copied, scanned, or duplicated, in whole or in part WCN 02-200-203 Microsoft Office 365 & Excel 2016, Comprehensive iii BRIEF CONTENTS OFFICE Productivity Apps for School and Work PA-1 EXCEL Module Getting Started with Excel EX Creating a Customer Order Report Module Formatting Workbook Text and Data EX 65 Creating a Sales Report Module Performing Calculations with Formulas and Functions EX 131 Calculating Farm Yield and Revenue Module Analyzing and Charting Financial Data EX 187 Preparing a Business Plan Module Working with Excel Tables, PivotTables, and PivotCharts EX 257 Tracking Sales Data T Module Managing Multiple Worksheets and Workbooks EX 327 Summarizing Rental Income Data Module Developing an Excel Application EX 387 Creating a Registration Receipt Module Working with Advanced Functions EX 463 Analyzing Employee and Product Data Module Exploring Financial Tools and Functions EX 529 Analyzing a Business Plan Module 10 Performing What-If Analyses EX 595 Maximizing Profits with the Right Product Mix Module 11 Analyzing Data with Business Intelligence EX 659 Creating a Sales Report for a Music Store Module 12 Collaborating on a Shared Workbook EX 729 Working with a Team on a Financial Report Appendix A Working with Text Functions and Creating Custom Formats EX A1 Cleaning Data in a Spreadsheet Appendix B Advanced Filters, Database Functions, and Summary IFS Functions EX B1 Filtering and Summarizing Database Information Appendix C Working with Enhanced Formatting Tools EX C1 Formatting Seasonal Calendars for a Waterpark Index ndex REF Copyright 2017 Cengage Learning All Rights Reserved May not be copied, scanned, or duplicated, in whole or in part WCN 02-200-203 iv New Perspectives Series TABLE OF CONTENTS PRODUCTIVITY APPS FOR SCHOOL AND WORK PA-1 Introduction to OneNote 2016 PA-2 Creating a OneNote Notebook PA-2 Syncing a Notebook to the Cloud PA-2 Inserting Quizzes, Live Webpages, and Apps PA-12 P Sharing an Office Mix Presentation PA-12 1: Creating an Office Mix Tutorial for OneNote PA-13 P 2: Teaching Augmented Reality with Taking Notes PA-3 Office Mix PA-13 P Converting Handwriting to Text PA-3 3: Marketing a Travel Destination Recording a Lecture PA-4 1: Taking Notes for a Week PA-5 2: Using OneNote to Organize a Research Paper PA-5 3: Planning Your Career PA-5 Introduction to Sway PA-6 Creating a Sway Presentation PA-6 Adding Content to Build a Story PA-7 Designing a Sway PA-8 Publishing a Sway PA-8 Sharing a Sway PA-8 1: Creating a Sway Resume PA-9 2: Creating an Online Sway Newsletter PA-9 3: Creating and Sharing a Technology Presentation PA-9 with Office Mix PA-13 P Introduction to Microsoft Edge PA-14 Browsing the Web with Microsoft Edge PA-14 Locating Information with Cortana PA-14 Annotating Webpages PA-15 1: Using Cortana in Microsoft Edge PA-16 2: Viewing Online News with Reading View PA-16 3: Inking with Microsoft Edge PA-16 EXCEL MODULES Module Getting Started with Excel Creating a Customer Order Report EX Session 1.1 Visual Overview: The Excel Workbook EX Introducing Excel and Spreadsheets EX Introduction to Office Mix PA-10 Opening an Existing Workbook EX Adding Office Mix to PowerPoint PA-10 Using Keyboard Shortcuts to Work Faster EX Capturing Video Clips PA-11 Copyright 2017 Cengage Learning All Rights Reserved May not be copied, scanned, or duplicated, in whole or in part WCN 02-200-203 Microsoft Office 365 & Excel 2016, Comprehensive Getting Help EX Using Excel 2016 in Touch Mode EX Exploring a Workbook EX Changing the Active Sheet EX Navigating Within a Worksheet EX Selecting a Cell Range EX 11 Closing a Workbook EX 13 Planning a Workbook EX 13 Starting a New Workbook EX 14 Renaming and Inserting Worksheets EX 15 Moving Worksheets EX 16 Deleting Worksheets EX 16 Saving a Workbook EX 17 Entering Text, Dates, and Numbers EX 17 Entering Text EX 17 Undoing and Redoing an Action EX 19 Editing Cell Content EX 19 Understanding AutoComplete EX 20 Displaying Numbers as Text EX 21 Entering Dates EX 22 Entering Numbers EX 24 Resizing Columns and Rows EX 25 Changing Column Widths EX 25 Wrapping Text Within a Cell EX 27 Changing Row Heights EX 28 Session 1.1 Quick Check EX 29 v Session 1.2 Visual Overview: Excel Formulas and Functions EX 30 Performing Calculations with Formulas EX 32 Entering a Formula EX 32 Copying and Pasting Formulas EX 35 Simplifying Formulas with Functions EX 36 Introducing Function Syntax EX 36 Entering Functions with AutoSum EX 36 Modifying a Worksheet EX 39 Moving and Copying a Cell or Range EX 39 Using the COUNT Function EX 41 Inserting a Column or Row EX 42 Deleting a Row or Column EX 44 Inserting and Deleting a Range EX 45 Using Flash Fill EX 47 Formatting a Worksheet EX 48 Adding Cell Borders EX 49 Changing the Font Size EX 50 Printing a Workbook EX 50 Changing Worksheet Views EX 50 Changing the Page Orientation EX 52 Setting the Scaling Options EX 53 Setting the Print Options EX 54 Viewing Worksheet Formulas EX 55 Saving a Workbook with a New Filename EX 56 Session 1.2 Quick Check EX 57 Copyright 2017 Cengage Learning All Rights Reserved May not be copied, scanned, or duplicated, in whole or in part WCN 02-200-203 vi New Perspectives Series Review Assignments EX 58 Case Problems EX 59 Session 2.2 Visual Overview: Designing a Printout EX 94 Calculating Averages EX 96 Module Formatting Workbook Text and Data Creating a Sales Report EX 65 Applying Cell Styles EX 98 Copying and Pasting Formats EX 100 Session 2.1 Visual Overview: Formatting a Worksheet EX 66 Formatting Cell Text EX 68 Copying Formats with the Format Painter EX 100 Copying Formats with the Applying Fonts and Font Styles EX 68 Paste Options Button EX 101 Applying a Font Color EX 70 Copying Formats with Paste Special EX 102 Formatting Text Selections Within a Cell EX 72 Working with Fill Colors and Backgrounds EX 72 Changing a Fill Color EX 73 Adding a Background Image EX 74 Using Functions and Formulas to Calculate Sales Data EX 75 Formatting Numbers EX 79 Applying Number Formats EX 79 Formatting Dates and Times EX 83 Finding and Replacing Text and Formats EX 103 Working with Themes EX 105 Highlighting Data with Conditional Formats EX 107 Highlighting Cells Based on Their Values EX 107 Highlighting Cells with a Top/ Bottom Rule EX 109 Other Conditional Formatting Options EX 111 Creating a Conditional Formatting Formatting Worksheet Cells EX 84 Legend EX 111 Aligning Cell Content EX 84 Formatting a Worksheet for Printing EX 113 Indenting Cell Content EX 85 Using Page Break Preview EX 113 Adding Borders to Cells EX 85 Defining the Print Area EX 114 Merging Cells EX 87 Inserting Page Breaks EX 115 Rotating Cell Contents EX 88 Adding Print Titles EX 117 Exploring the Format Cells Dialog Box EX 89 Designing Headers and Footers EX 118 Session 2.1 Quick Check EX 93 Setting the Page Margins EX 120 Copyright 2017 Cengage Learning All Rights Reserved May not be copied, scanned, or duplicated, in whole or in part WCN 02-200-203 Microsoft Office 365 & Excel 2016, Comprehensive vii Session 2.2 Quick Check EX 122 Filling a Series EX 156 Review Assignments EX 123 Exploring Auto Fill Options EX 158 Case Problems EX 125 Filling Formulas EX 159 Module Performing Calculations with Formulas and Functions Calculating Farm Yield and Revenue EX 131 Exploring Cell References EX 161 Understanding Relative References EX 161 Understanding Absolute References EX 162 Session 3.1 Visual Overview: Formulas and Functions EX 132 Making Workbooks User-Friendly EX 134 Documenting Formulas EX 135 Using Constants in Formulas EX 136 Identifying Notes, Input Values, and Calculated Values EX 140 Using Excel Functions EX 141 Understanding Function Syntax EX 141 Entering the COUNT function EX 142 Nesting the ROUND and AVERAGE Functions EX 143 Using the Function Library and the Insert Function Dialog Box EX 145 Performing What-If Analyses EX 149 Using Trial and Error EX 149 Using Goal Seek EX 150 Interpreting Error Values EX 151 Session 3.1 Quick Check EX 153 Understanding Mixed References EX 163 Changing Cell References in a Formula EX 165 Summarizing Data with the Quick Analysis Tool EX 167 Working with Dates and Date Functions EX 169 Using Lookup Functions EX 171 Finding an Exact Match with the VLOOKUP Function EX 171 Working with Logical Functions EX 174 Session 3.2 Quick Check EX 180 Review Assignments EX 181 Case Problems EX 182 Module Analyzing and Charting Financial Data Preparing a Business Plan EX 187 Session 4.1 Visual Overview: Chart Elements EX 188 Introduction to Financial Functions EX 190 Using the PMT Function EX 191 Getting Started with Excel Charts EX 195 Session 3.2 Visual Overview: Cell References and Formulas EX 154 AutoFilling Formulas and Data EX 156 Creating a Pie Chart EX 197 Selecting the Data Source EX 197 Copyright 2017 Cengage Learning All Rights Reserved May not be copied, scanned, or duplicated, in whole or in part WCN 02-200-203 Microsoft Office 365 & Excel 2016, Comprehensive moving between worksheets, EX 212 performing what-if analyses with, EX 208–209 PivotCharts, EX 316–318 resizing, EX 200–201 sparklines, and data bars (visual overview), EX 218–219 trendline types, adding, EX 673–674 types, changing, EX 212 types and subtypes (fig.), EX 196 unit labels, displaying, EX 223 columns, calculated, EX 465 Connections button, EX 661 columns, query, adding, EX 669–670 constants described, EX 136 using in formulas, EX 136–139 columns, table filtering using multiple, EX 280–281 filtering using one, EX 278–279 Circle Invalid Data command, EX 417 columns, worksheet changing widths, EX 25–27 deleting, EX 43–45 formatting titles, EX 90 freezing, EX 262–263 hiding, unhiding, EX 47 inserting, EX 42–44 navigating within worksheets, EX 9–11 resizing, EX 25–29 Clear Filter command, EX 278 COLUMNS area fields (fig.), EX 299 clearing, EX 44 data from template files, EX 376–377 filters, EX 281, EX 285 combination charts creating, EX 230–234 illustrated (fig.), EX 218 working with primary, secondary axes, EX 232–234 Charts category, Quick Analysis tool (fig.), EX 199 Check for Issues button, EX 750 Choose a SmartArt Graphic dialog box (fig.), EX C16 Clipboard copying and pasting formulas using, EX 35 described, EX 35 clips, PA-11 closing workbooks, EX 13 clustered column charts, EX 210–211 Comma style, EX 67, EX 81–82 commands See also specific command editing in macros, EX 443–444 Key Tips, EX collaboration on workbooks (visual overview), EX 730–731 comments, EX 407, EX 422 deleting from shared workbooks, EX 737 editing, deleting, EX 424 inserting, EX 422–425 reviewing in shared workbooks, EX 736–737 in shared workbooks, EX 730 Collapse Outline icon, EX 702 Compact Form, EX 306 collapsing ribbon, EX 349 Compare and Merge Workbooks button, EX 743 color scales described, EX C9 working with, EX C9–12 comparison operators described, EX 175 and logical functions, EX 466 colors applying font, EX 70–71 changing chart area’s, EX 207–208 changing pie chart, EX 206–207 creating custom, EX 71 fill See fill colors modifying theme’s, EX C24–26 standard, EX 70 using with highlights, EX 113 Compatibility Checker, using, EX 750–751, EX 756–757, EX A20–21 collaborating improving collaborative process, EX 748 on the Internet, EX 745–748 column charts, EX 210 See also histograms 2-D, EX 196–197 3-D, EX 196–197 creating, EX 210–216 using, EX 243 working with column widths, EX 224–225 column headers, EX 259, EX 477 column headings, EX column input cells, EX 605 column sparklines, EX 243 Compatibility Mode, EX A2 CONCATENATE function, EX A8–9 conditional formats, EX C7–15 conditional formatting, EX 95, EX 506 applying, EX 508–512 creating legend, EX 111–112 and functions (visual overview), EX 506–507 highlighting data with conditional formats, EX 107–113 options, EX 111 rules, modifying, EX C8–9 using effectively, EX 113 using formulas to apply, EX C15 Conditional Formatting button, EX 506 conditional formatting rules, EX 506 Conditional Formatting Rules Manager dialog box, EX 506, EX 510–512 REF constraint types (Solver), EX 638 Convert Text to Columns Wizard, EX A10 Convert to Range button, EX 276 converting handwriting to text, PA-3–4 workbooks to Excel 2003 file format, EX A20–21 Cooking Craft (case), EX 729 copying See also filling filtered records to new location, EX B11 formats, EX 100–102 formulas with 3-D references, EX 344–345 monitoring data, EX 678 and moving cells, EX 39–41 and pasting charts, EX 234 and pasting formulas, EX 35 styles between templates, EX 376 worksheets, EX 336–337 Cortana, locating information with, PA-14–15 cost of goods sold, calculating, EX 553–554 cost of sales, EX 548 cost-volume relationships, EX 598–603 cost-volume-profit (CVP) charts, EX 600 COUNT function, EX 35, EX 41–42, EX 132, EX 142–143, EX 288–289 COUNTA function, EX 41 COUNTIF function, EX 507, EX 514–516 COUNTIFS function, EX B16–18 Create PivotTable dialog box (fig.), EX 302 Create Table dialog box, EX 264 creating amortization schedules, EX 540–545 charts, EX 195 column charts, EX 210–216 combination charts, EX 230–234 conditional formatting legend, EX 111–112 criteria ranges, EX B7–10 custom cell styles, EX C2–4 custom colors, EX 71 custom date formats, EX A18–20 custom formats, EX A16–20 custom number format, EX A16–18 custom table styles, EX C4–6 custom workbook templates, EX 375 data bars, EX 247–248 data visualization, EX 708–710 defined names by selection, EX 395 effective structured data range, EX 262 error values, EX 152–153 Excel tables, EX 264–265 Copyright 2017 Cengage Learning All Rights Reserved May not be copied, scanned, or duplicated, in whole or in part WCN 02-200-203 REF New Perspectives Series forecast sheets, EX 675–678 formulas with external references, EX 354–359 headers, footers, EX 118–120 hierarchy of fields, EX 702–706 histograms, EX 237–238 hyperlinks, EX 368–370 input messages, EX 411–412 line charts, EX 220–221, EX 235–237 list validation rules, EX 412–416 macro buttons, EX 444–449 multiple charts, EX 713–715 nested IFs, EX 484–489 new workbook from templates, EX 378–380 new workbooks, EX 14–17 one-variable data tables, EX 603–606 pie charts, EX 197–201 PivotCharts, EX 316–318 PivotTables, EX 299, EX 300–303, EX 313, EX 700–701 PivotTables, recommended, EX 314–315 PivotTables from Data Model, EX 692–697 queries, EX 663–665, EX 687–688 scatter charts, EX 673–674 scenario PivotTable reports, EX 625, EX 626–628 scenario summary reports, EX 625–626 series with AutoFill, EX 157 slicers to filter data in Excel tables, EX 285–286 slicers to filter PivotTables, EX 310–311 Solver answer reports, EX 645–647 sparklines, EX 243–245, EX 244 stacked column charts, EX 213–215 Sway presentations, PA-6–7 text boxes, EX C21 themes, EX C24 TransferData macro, EX 438–440 two-variable data tables, EX 608–614 workbooks for international clients, EX 772–776 workbooks from templates, EX 371–374 Creative Commons license, PA-7 criteria filters options for text, number, and date (fig.), EX 282 using, EX 282–285 criteria ranges, EX B3 creating, EX B7–10 understanding, EX B3–6 CSV (Comma Separated Values), EX 662 data file for query, EX 664 files, opening, EX 668 Cube functions, EX 695 CUMIPMT, CUMPRINC functions, EX 543–544 currency Euro currency symbol (fig.), EX 775 format, EX 80 Custom AutoFilter dialog box, EX 283–284 Custom category on Number tab (fig.), EX A18 custom cell styles creating, EX C2–4 described, EX C2 custom date formats, EX A18–20 data callouts, EX 219 custom formats, EX A16 Data Cubes, EX 695 custom lists described, EX 274 data definition table, EX 261 Custom Lists dialog box (fig.), EX 275 data entry making with data forms, EX 450 validating, EX 408–417 custom properties, EX 752 custom templates, EX 375 customer orders, EX 23–24 Customize Ribbon options (fig.), EX 707 customizing colors, EX 71 Excel for your work style, EX 769–772 Quick Access Toolbar, EX 450 ribbon, EX 427 workbook templates, EX 375 cutting or copying and pasting cell contents, EX 41 CVP chart (fig.), EX 607 D data forms, making data entry with, EX 450 data labels, EX 205–206 adding to line charts, EX 226–227 described, EX 180 data markers described, EX 189 formatting, EX 225–227 Data Model, EX 680 creating PivotTables from, EX 692–697 exploring, EX 685–688 viewing contents of, EX 689–691 visual overview, EX 680–681 data protection (visual overview), EX 406–407 dashboard, EX 706 data queries, writing, EX 662–668 data analyzing with PivotTables, EX 300 creating Excel table from sales, EX 264–265 creating slicers to filter in Excel tables, EX 285–286 drilling down into, EX 700–706 embedded chart (fig.), EX 768 filtered (fig.), EX B10 filtering, EX 276–287 filtering table (visual overview), EX 276–277 highlighting with conditional formats, EX 107–113 loading into Data Model, EX 685–686 maintaining in Excel tables, EX 267–270 making sure workbook contains valid, EX 417 planning workbook, EX 13–14 refreshing query, EX 667–668 retrieving into table, EX 665–666 sorting, EX 271–275 summarizing using COUNTIFS, SUMIFS, and AVERAGEIFS functions, EX B16–21 summarizing with Quick Analysis tool, EX 167–169 text, numeric, date and time, EX 17 transforming with Power Pivot, EX 689–691 transforming with queries, EX 669–673 using conditional formatting to evaluate, EX 508 using filters to find appropriate, EX 283 validating, EX 408–417 visualization, creating, EX 708–710 visualization best practices, EX 715 visualizing with Power Map, EX 716–719 visualizing with Power View, EX 706–716 data ranges calculating subtotals for, EX 293 planning structured, EX 260–262 data bars, EX 219 creating, EX 247–248 modifying rule, EX 249–250 visual overview, EX 218–219 data security, maintaining, EX 678 data series described, EX 180 organizing in rows, EX 236 data sources, EX 180 displaying for PivotTable cells, EX 312 editing chart, EX 235–237 selecting, EX 197–198 Data Table dialog box (fig.), EX 605 data tables, EX 603 and arrays, EX 615 creating one-variable, EX 603–606 modifying, EX 607–608 one-variable, EX 596, EX 603–607 two-variable, EX 597, EX 608–612 visual overview, EX 596–597 data validation, EX 406 rules, testing, EX 416–417 visual overview, EX 406–407 Data Validation dialog box (fig.), EX 409, EX 410 Data view, EX 690 database functions described (fig.), EX B11 using, EX B12 databases, EX 680, EX 682 Data Model See Data Model designing, EX 688 introducing, EX 682–685 querying Access, EX 683–684 relational, EX 682–683 date and time format codes (fig.), EX A19 Copyright 2017 Cengage Learning All Rights Reserved May not be copied, scanned, or duplicated, in whole or in part WCN 02-200-203 Microsoft Office 365 & Excel 2016, Comprehensive date criteria filters (fig.), EX 282 date data, EX 17 date fields, outlining PivotTables with, EX 701–702 date formats, EX 22 date functions (fig.), EX 169 declining balance See declining balance depreciation Excel functions (fig.), EX 562 schedules, creating, EX 562 straight-line See straight-line depreciation visual overview, EX 548–549 REF dragging and dropping outlines into Sway, PA-7 worksheet groups, EX 337 drilling down into data, EX 700–706 described, EX 700 DATEDIF function, EX 474 descending order, EX 271 Draw tab tools (fig.), PA-3 dates entering in various formats, EX 22–23 formatting, EX 83 working with, EX 169–170 designing databases, EX 688 headers, footers, EX 118–120 printouts (visual overview), EX 94–95 drawing canvas, PA-3 DAVERAGE function, EX B13–14 destination, and source workbooks, EX 351, EX 360–363 E destination file illustrated (fig.), EX 350 integrating other applications using, EX 762 and linked worksheets, EX 348 earnings, projected general expenses and (fig.), EX 557 Developer tab displaying, EX 428 removing from ribbon, EX 452 Edit mode, EX 19, EX 72 Dfunctions, EX B11 Edit Rule button, Conditional Formatting Rules Manager dialog box, EX 506 DB (declining balance) function, EX 549 decimal places, EX 67, EX 81 decimal separators, EX 773–774 decision making choosing depreciation schedule, EX 562 choosing graphic image type, EX C22 choosing right chart, EX 243 importance of planning, EX 261 planning, recording macros, EX 433 using conditional formatting to evaluate data, EX 508 using NPV and IRR to compare investments, EX 576 when to link workbooks, EX 351 declining balance depreciation calculating, EX 558–559, EX 561 described, EX 558 defined names, EX 388 adding to existing formulas, EX 402 creating by selection, EX 395 creating for cell or range, EX 392–393 creating with Name box, EX 393–394 editing, deleting, EX 395–397 selecting cells and ranges by, EX 394 using in formulas, EX 398–404 using Paste Names command, EX 397 visual overview, EX 388–389 Defined Names group, Formulas tab, EX 389 deleting, EX 44 See also removing cell ranges, EX 45–46 comments, EX 424 defined names, EX 395–397 page breaks, EX 116 records, EX 270 rows, columns, EX 43–45 worksheets, EX 16–17 delimiters described, EX 662 delimits, EX A10 dependent cells, EX 567 depreciation, EX 548, EX 561 adding to income statements, EX 563 of assets, calculating, EX 557–562 Diagram view defining table relationships in, EX 691–692 described, EX 690 exploring Data Model in, EX 690 Diagram View button (Power Pivot), EX 680 digit placeholders, EX A16 digital signatures creating, EX 761 using, EX 432, EX 759–761 discount rate, EX 566 displaying See also showing, viewing cell formulas, EX 55–56 data sources for PivotTable cells, EX 312 Developer tab, EX 428 numbers as text, EX 21–22 significant digits, EX 140 unit labels on charts, EX 223 Docs.com public gallery, PA-8 Document Inspector described, EX 750 dialog box (fig.), EX 755 document library properties, EX 752 document properties, EX 751 adding, EX 753–754 setting, EX 752 Duplicate Values conditional format, EX 506 duplicate values, highlighting, EX 506, EX 508–510 Edit Formatting Rule dialog box (fig.), EX 249, EX 511 Edit Links dialog box, EX 364 Edit Name dialog box (fig.), EX 396 Edit Scenario dialog box (fig.), EX 620 editing accepting, rejecting edits in shared workbooks, EX 740–742 cell content, EX 19–20 chart data source, EX 235–237 chart series names, EX 613–614 chart titles, EX 213 comments, EX 424 defined names, EX 395–397 external references to use mixed references, EX 357–358 grouped worksheets, EX 334 headers, footers, EX 119 hyperlinks, EX 370 macros, EX 438, EX 441, EX 443–444 pictures, EX C20 queries, EX 666–667 records, EX 269 scenarios, EX 624–625 sparklines, EX 244 stacked column charts, EX 214–215 stored in tracking log, EX 731 Sway presentations, PA-8 trendlines, EX 673 editors See Visual Basic Editor (VBE) embedded objects, EX 763, EX 768 documents, linking Word to Excel tables, EX 764–765 embedding vs linking (fig.), EX 763 pie charts, EX 766 dollar sign ($) and cell references, EX 111 Employee Data worksheet, EX 466–467 drag and drop described, EX 39 Enable Content button, EX 451 dragging and dropping cell ranges, EX 40–41 Encapsulated PostScript (EPS) format, EX C22 documenting formulas, EX 135 Copyright 2017 Cengage Learning All Rights Reserved May not be copied, scanned, or duplicated, in whole or in part WCN 02-200-203 REF New Perspectives Series encrypting data, EX 678 Excel Options dialog box, Customize Ribbon options (fig.), EX 428 filter items, selecting multiple, EX 281–282 filtered data (fig.), EX B10 EPS (Encapsulated PostScript) format, EX C22 Excel workbooks See also workbooks described (fig.), EX 2–3 equal sign (=) and formulas, EX 30, EX 32, EX 34 exiting worksheet groups, EX 328 Error Alert tab, Data Validation dialog box (fig.), EX 410 Expand Formula Bar button, EX 355 error alerts creating with message, EX 410 described, EX 407 Expand/Collapse Formula Bar button, EX 389 encrypting workbooks, EX 758–759 encryption, EX 758 error values, EX 151 in Balance Sheet worksheet (fig.), EX 580 creating, EX 152–153 Excel (fig.), EX 152 and IFERROR function, EX 501–504 managing with IF function, EX 179 errors finding, fixing in formulas, EX 486 fixing macro, EX 440 logic, syntax, EX 486 red tracer arrows, EX 567 tracing, EX 580–582 Euro currency symbol (fig.), EX 775 evaluating formulas, EX 583–584 exact match HLOOKUP function, EX 482 exact match lookup, EX 171, EX 172 Excel, EX charts See charts customizing for your work style, EX 769–772 depreciation functions (fig.), EX 562 error values (fig.), EX 152 formulas See formulas function categories (fig.), EX 145 functions See functions integrating with other Office applications, EX 762–768 introduction to, EX 4, EX 6–7 keyboard shortcuts (fig.), EX moving from Touch Mode to Mouse Mode, EX 6–7 navigation keys (fig.), EX 10 opening, saving those created with earlier version of, EX A2–3 opening TXT TXT, CSV files, EX 668 screen elements (fig.), EX 769 security, macro, EX 430–431 tables See tables templates See templates Excel 2016 See also Excel using in Touch Mode, EX 6–7 Excel applications, EX 388 and defined names (visual overview), EX 388–389 planning, EX 390–391 Excel Online, EX 746 Expand Outline icon, EX 701 expenses comparing with revenue, EX 598–599 fixed, EX 548, EX 598 general and fixed, EX 548 mixed, EX 599 projected general, and earnings (fig.), EX 557 projecting future income and, EX 550–557 variable, EX 598 extending (filling) formulas, EX 159–161 external references, EX 348 creating formulas with, EX 354–359 using formulas with, EX 351 visual overview, EX 348–349 extrapolating and interpolating a series, EX 554 from series of values, EX 555–557 extrapolation described, EX 549 F F1 Help, EX factors in Pareto charts, EX 219 field names, EX 259 fields, EX 259 adding to FILTERS area of PivotTable Fields task pane, EX 308–309 adding to PivotTables, EX 303–305 creating Excel table, EX 467 database, EX 680, EX 682 from multiple tables, working with, EX 693–694 naming, EX 262 removing from PivotTables, EX 305 sorting data using multiple sort, EX 272–273 fill colors described, EX 67 working with, EX 72–75 Filter menu, EX 276 filtering, EX 276 charts in Power View sheet, EX 711–713 data, EX 276–287 limits, EX 283 PivotTables, EX 308–311 table data (visual overview), EX 276–277 timelines, EX 696 using multiple columns, EX 280–281 using one column, EX 278–279 filters chart markers, EX 698 clearing, EX 281, EX 285 criteria, using, EX 282–285 exploring text, EX 280 removing from PivotTables, EX 311 using advanced, EX B2–11 using to find appropriate data, EX 283 FILTERS area fields (fig.), EX 299 financial functions described, EX 190 for loans and investments (fig.), EX 190 financial workbook, writing, EX 546 Find and Replace commands, EX 95 Find and Replace dialog box, EX 104–105 Find command, EX 103 finding See also searching records, EX 269 and replacing text and formats, EX 103–105 fixed expenses, EX 548, EX 598 Flash Fill described, EX 47 using, EX 47–48 flowchart illustrating AND logic (fig.), EX 471 with logic (fig.), EX 468 of nested IF functions (fig.), EX 486 of OR function (fig.), EX 476 Font Color gallery (fig.), EX 71 Font gallery (fig.), EX 69 Font group, EX 66 Fill Effects dialog box (fig.), EX C12 font size, EX 30, EX 50 fill handles, EX 156 fonts, EX 66 applying colors, EX 70–71 changing colors, EX 73–74 modifying theme’s, EX C24–26 options, Format Cells dialog box, EX 89 fill options, Format Cells dialog box, EX 90 Fill Without Formatting, Auto Fill button, EX 340 filling formulas, EX 159–161 a series, EX 156–158 filter button, EX 258, EX 276, EX 278 Filter by Color, Filter menu, EX 279 Footer dialog box (fig.), EX 120 footers described, EX 118 designing, creating, EX 118–120 Copyright 2017 Cengage Learning All Rights Reserved May not be copied, scanned, or duplicated, in whole or in part WCN 02-200-203 Microsoft Office 365 & Excel 2016, Comprehensive Forecast Sheet button, EX 661 forecast sheets creating, EX 675–678 described, EX 675 Format Cells dialog box, EX 89–91, EX 418, EX 612 format codes, EX A16 Format Painter copying formats with, EX 100–101 described, EX 94 Format pane, EX 189, EX 203–204 formats Accounting, EX 66, EX 80 chart, copying and pasting, EX 234 conditional, EX C7–15, EX 506 copying and pasting, EX 100–102 creating custom, EX A16–20 creating custom date, EX A18–20 creating custom number, EX A16–18 Currency, EX 80 date and time format codes (fig.), EX A19 dates, EX 83 Excel 2003, saving workbooks in, EX A20–21 finding and replacing, EX 103–105 General, EX 79, EX 83 international number (fig.), EX 773 recognized by Excel as date, EX 22 using special, EX A15 formatting, EX 508–512 cell content, EX 68 cell text, EX 68–75 chart columns, EX 225 chart legends, EX 203–204 conditional See conditional formatting data markers, EX 225–227 dates and times, EX 83 monetary values, EX 80 numbers, EX 79–83 pie chart labels, EX 205–206 PivotCharts, EX 316–318 PivotTable reports, EX 307–308 PivotTables cells, EX 307 the plot area of charts, EX 227–229 result cells, EX 611–612 SmartArt graphics, EX C18 sparkline axis, EX 244–245 text selections within cells, EX 72 text strings within cells, EX 66 worksheet cells, EX 84–89 in worksheet groups, EX 331 worksheet groups, EX 334–335 worksheets, EX 48–50 worksheets (visual overview), EX 66–67 worksheets for printing, EX 113–121 formulas adding defined names, EX 402–404 applying conditional formatting using, EX C15 being entered in a cell (fig.), EX 34 breaking up, EX 39 and calculated columns, EX 465 calculating sales data using, EX 75–79 and cell references, EX 161–163 changing cell references in, EX 165–167 checking for matching parentheses, EX 489 constants, using, EX 136–139 copying and pasting, EX 35 copying with 3-D references, EX 344–345 with defined name (fig.), EX 399 to display city, state, and zip data (fig.), EX 398 documenting, EX 135 in effective workbooks, EX 14 entering, EX 32–34 entering in worksheet groups, EX 332–334 entering with mouse, EX 34 entering with references to another worksheet, EX 339 and equal sign (=), EX 30, EX 32 evaluating, EX 583–584 in Excel tables, EX 264 with external references, EX 351 with external references, creating, EX 354–359 filling (extending), EX 159–161 finding, fixing errors in, EX 486 and functions (visual overview), EX 30–31 how Excel recalculates, EX 772 with multiple operators, EX 33 simplifying with functions, EX 36–38 stepping into (fig.), EX 584 in templates, EX 366 using absolute references (fig.), EX 163 using defined names in, EX 398–404 using mixed references (fig.), EX 164 using relative references (fig.), EX 162 using structured references to create, in Excel tables, EX 477–480 viewing worksheet, EX 55–56 visual overview, EX 154–155 in worksheet groups, EX 329 with worksheet reference (fig.), EX 339 free-response quizzes, PA-12 Freeze Panes button, EX 263 freezing described, EX 262 worksheet rows, columns, EX 262–263 REF common math, trig, and statistical (fig.), EX 142 and conditional formatting (visual overview), EX 506–507 containing 3-D references, EX 342 Cube, EX 695 described (fig.), EX 31 Excel function categories (fig.), EX 145 financial See financial functions and formulas (visual overview), EX 30–31 logical See logical functions managing personal finances using, EX 195 simplifying formulas with, EX 35 to summarize data, EX 300 syntax, EX 35, EX 141–142 text, using, EX A4–15 using Excel, EX 141–149 using to summarize data conditionally, EX 513–521 Functions Arguments dialog box, EX 133, EX 465 for AVERAGEIF function (fig.), EX 519 for COUNTIF function (fig.), EX 515 for HLOOKUP function (fig.), EX 499 for IF function (fig.), EX 176 for IF function with nested AND function (fig.), EX 473 for IF function with OR function (fig.), EX 479 with nested IF (fig.), EX 488 for PMT function (fig.), EX 192 for SUMIF function (fig.), EX 517 for VLOOKUP function (fig.), EX 173, EX 492 future income, projecting, EX 550–557 FV (future value) function, EX 195, EX 530, EX 534–536 G Game Card customer order report (case), EX general expenses, EX 548 General format, EX 79, EX 83 Get a Digital ID dialog box, EX 432 global optimum, EX 644 globe icon, EX 708 Go To command, EX 11 Go To dialog box (fig.), EX 11 Goal Seek, EX 150 using to find break-even point, EX 602 what-if analysis using, EX 150–151 gradient fills, EX C12 grammar-checking settings, EX 773 graphic image types, EX C22 Function Library group, EX 132 graphics, SmartArt See SmartArt graphics Function Library, using, EX 145 graphs described, EX 180 forms, making data entry with data, EX 450 function syntax, EX 35 green triangles, EX 22 Formula Auditing group, EX 567 functions, EX 463 See also specific function AutoSum, EX 31 calculating sales data using, EX 75–79 gridlines adding to charts, EX 224 chart, EX 218 illustrated (fig.), EX 30 Formula Auditing tools, Formulas tab, EX 486 formula bar, EX 2, EX 30, EX 389, EX 660 Copyright 2017 Cengage Learning All Rights Reserved May not be copied, scanned, or duplicated, in whole or in part WCN 02-200-203 REF New Perspectives Series Group By dialog box (fig.), EX 671 group-editing mode, EX 328 grouping values in queries, EX 670–671 worksheets, EX 330–335 hyperlinks, EX 367 See also links creating, testing, EX 368–370 editing, EX 370 visual overview, EX 366–367 groups, sparklines, EX 246–247 I Growing Degree Days (GDD), EX 166–169 icon sets described, EX C13 working with, EX C13–14 growth trends, EX 549, EX 550–551 H handwriting, converting to text, PA-3–4 Header dialog box (fig.), EX 119 header rows, EX 258 headers described, EX 118 designing, creating, EX 118–119 headings column, EX entering in worksheet groups, EX 332–334 row, EX Help, getting, EX hiding, EX 47 comments, EX 424 Excel screen elements, EX 769–771 filter buttons, EX 278 records, EX 295–296 rows and columns, EX 47 worksheets, EX 47 hierarchy charts, EX 241 hierarchy of fields creating, EX 702–706 described, EX 698 Highlight Cells rules (fig.), EX 107 Highlight Changes dialog box (fig.), EX 739 highlighting cells, EX C7–8 cells based on their values, EX 107–109 cells with Top/Bottom rule, EX 109–111 duplicate values, EX 508–510 using with colors, EX 113 histograms, EX 218 of annual income (fig.), EX 238 creating, EX 237–238 modifying bins in, EX 239 HLOOKUP function described, EX 482, EX 489 using to find exact match, EX 496–499 Hoisington, Corinne, PA-1 horizontal arrangement of workbooks, EX 352 horizontal axis, EX 189 horizontal lookup tables, EX 171 Hyperlink button, EX 367 IF function, EX 155, EX 174–176, EX 400–401, EX 464 with AND function (fig.), EX 474 with LEN and LEFT functions (fig.), EX A6 managing error values with, EX 179 nested, EX 484–489 with OR function (fig.), EX 480 testing conditions with OR function, EX 465 using, EX 467–470 using with NOT function, EX B7 IFERROR function, EX 482 using, EX 501–504 visual overview, EX 482–483 IFERROR messages, EX 483 images See also photos, pictures adding background, EX 74–75 graphic, types, EX C22 inserting, EX C17 IMPT function, EX 541 income statements, EX 548 adding depreciation to, EX 563 adding taxes and interest expenses to, EX 563–564 and depreciation (visual overview), EX 548–549 under Expanded Operations scenario (fig.), EX 623 final (fig.), EX 579 under Reduced Operations, Spring Sale scenarios (fig.), EX 624 revised (fig.), EX 564 indenting cell content, EX 85 INDEX function, EX 500 inflation, calculating with FV function, EX 536 Info screen, EX 750, EX 753 Ink to Text button, Convert group, Drawing tab, PA-3 inked handwriting, PA-3 inking toolbar, Make a Web Note button (Microsoft Edge), PA-15 input area, Excel application, EX 391 Input cell style, EX 132 input cells, EX 596, EX 605 input messages creating, EX 411–412 described, EX 406 input values, EX 140–141, EX 596 Insert Chart dialog box (fig.), EX 231 Insert Function button, EX 132 Insert Function dialog box, EX 145–146, EX 148 Insert Hyperlink dialog box (fig.), EX 367, EX 369 inserting cell ranges, EX 45–46 columns or rows, EX 42–44 comments, EX 422–425 hyperlinks, EX 368–369 images, shapes, EX C17 objects, EX 768 page breaks, EX 115–116 pictures, EX C18–21 screenshots, EX 764 SmartArt graphics, EX C15–16 subtotals, EX 292–295 Timelines to filter PivotTable data, EX 285 videos into OneNote notebooks, PA-4 worksheets, EX 15–16 insignificant zeros, EX A16 integrating Excel with other Office applications, EX 762–768 integration methods (fig.), EX 762 interest, EX 190 adding expenses to income statements, EX 563–564 calculating, EX 541–545 calculating rates with RATE function, EX 568–569 and principal payments (fig.), EX 540 rate of investment (fig.), EX 569 internal rate of return, EX 566 calculated over irregular time intervals (fig.), EX 578 calculating, EX 574–579 illustrated (fig.), EX 576 net present value and (fig.), EX 574 international clients, developing workbooks for, EX 772–776 international date formats, EX 22 international number formats (fig.), EX 773 international symbols, EX 776 Internet, collaborating on the, EX 745–748 Internet Explorer, PA-14 interpolating and extrapolating a series, EX 554 from starting value to ending value, EX 551–553 interpolation described, EX 548 Series dialog box for (fig.), EX 552 interpreting error values, EX 151–153 INT(number) function, EX 142 Copyright 2017 Cengage Learning All Rights Reserved May not be copied, scanned, or duplicated, in whole or in part WCN 02-200-203 Microsoft Office 365 & Excel 2016, Comprehensive investments calculating value of, EX 575 comparing using NPV and IRR functions, EX 576 financial functions for (fig.), EX 190 interest rate of (fig.), EX 569 and loan functions (visual overview), EX 530–531 payback period of (fig.), EX 570 viewing payback period, EX 569–570 IPMT (interest payment) function, EX 195, EX 530 IRR function, EX 567 comparing investments using, EX 576 using, EX 574–576 visual overview, EX 566–567 line sparklines, EX 243 linear trends, EX 549, EX 550–551 linked objects, EX 763 linked workbooks, updating, EX 360–363 linking vs embedding (fig.), EX 763 workbooks, EX 350–351 links, EX 348 See also hyperlinks broken, EX 363, EX 364–365 managing, EX 363–365 visual overview, EX 348–349 list validation rules, rules, EX 412–416 italic, EX 68 lists, sorting using custom, EX 274–275 iterative process described, EX 644–645 Live Preview, EX 68 of Droplet theme (fig.), EX 106 of Less Than conditional format (fig.), EX 108 J JPEG (Joint Photographic Experts Group), EX C22 live webpages, PA-12 K loading Solver models, EX 647–650 Key Tips, EX Load/Save button in Solver, EX 631 keyboard shortcuts, using, EX loan and investment functions (visual overview), EX 530–531 L labels displaying unit, on charts, EX 223 extending a series of, with AutoFill, EX 157–158 formatting pie chart, EX 205–206 text, adding to SmartArt graphics, EX C17 landscape orientation, EX 53 layouts changing PivotTable, EX 305–306 planning PivotTable, EX 300–301 report, EX 306 using multiple worksheets with identical, EX 336 workbook, EX 352–353 in worksheet groups, EX 331 lectures, recording, PA-4 LEFT function, EX A5–7 legends chart, EX 189 creating conditional formatting, EX 111–112 formatting chart, EX 203–204 LEN function, EX A5–7 line charts, EX 196–197, EX 710 adding data labels, EX 226–227 creating, EX 220–221 illustrated (fig.), EX 219 and scatter charts, EX 221 using, EX 243 with year treated as data series (fig.), EX 235 M M language, EX 665 macro buttons creating, EX 444–449 creating with pictures, shapes, EX 448 Macro dialog box (fig.), EX 437 macro errors, fixing, EX 440 macro recorder, EX 426–427, EX 434–436 macro security settings, EX 426, EX 429 macro viruses, protecting against, EX 429–431 Macro warning dialog box (fig.), EX 451 macros, EX 427, EX 428 automating tasks with, EX 428–429 creating TransferData, EX 438–440 editing, EX 438, EX 441, EX 443–444 opening workbooks with, EX 451–452 recording, EX 432–436 running, EX 436–437 saving workbooks with, EX 450–451 structure of, EX 442–443 testing, EX 440 working with (visual overview), EX 426–427 Macros button, EX 426 Manage button (Data Model), EX 681 Loan Schedule worksheet (fig.), EX 545 Manage Rule option, EX 506 loans calculating future value of, EX 54–536 financial functions for (fig.), EX 190 and investments, working with, EX 532 monthly & annual costs of the business (fig.), EX 193 and PMT function, EX 191–193 quarterly payments required to repay (fig.), EX 534 managing 3-D references, EX 342 linked workbooks, EX 359 links, EX 363–365 table relationships, EX 691–692 local optimum, EX 644 locked property, EX 418 locking cells, EX 90, EX 418–419 logical comparison operators (fig.), EX 175 logical condition, EX 464 logical functions, EX 174–179 visual overview, EX 464–465 working with, EX 466–477 REF manual page breaks, EX 94, EX 115–116 margins described, EX 120 setting page, EX 120–121 marking workbooks as final, EX 759 mashup query language (M), EX 665 MATCH function, EX 500 MAX function, EX 35, EX 132, EX 142, EX 147 Maximize button, EX Maximum Net Income Solver model, EX 650 MB Hobbies & Crafts (case), EX 463 Long Date format, EX 83 MEDIAN function, EX 132, EX 142, EX 147–148 LOOKUP functions, using, EX 489–501 menus See specific menu lookup tables, EX 171, EX 483 for approximate match (fig.), EX 494 for exact match lookup (fig.), EX 498 for HLOOKUP function (fig.), EX 497 setting up approximate match, EX 494 used for exact match lookup (fig.), EX 490 visual overview, EX 482–483 merging cells, EX 87–88 scenarios, EX 629 workbooks, EX 743–745 Losing Actions, EX 742 Microsoft OneNote Mobile app, PA-2, PA-3 Message Bar, enabling content, EX 430 metadata, EX 751 Microsoft Edge, PA-14 Copyright 2017 Cengage Learning All Rights Reserved May not be copied, scanned, or duplicated, in whole or in part WCN 02-200-203 REF 10 New Perspectives Series Microsoft Excel 2016 See also Excel described, EX New Rule button, Conditional Formatting Rules Manager dialog box, EX 506 MIN function, EX 35, EX 132, EX 142, EX 146–147 Normal view, EX 31 Mini toolbar, EX 72 NOT function, using, EX B7 Minimize button, EX notebooks, OneNote, PA-2–3 mixed cell references, EX 155, EX 163–164, EX 166, EX 357–358 notes, taking, PA-3 nonadjacent ranges, EX 2, EX 12–13 mixed expenses, EX 599 Modify Table Style dialog box (fig.), EX C6 monetary formats, EX 80 money, time value of, EX 571 MONTH function, EX 468–469 Morning Bean shops (case), EX 65 mouse, entering formulas using, EX 34 Mouse Mode, EX 6–7 one-variable data tables, EX 596, EX 603–606 opening existing workbooks, EX 4–5, EX 134 TXT, CSV files directly, EX 668 workbooks with macros, EX 451–452 operators, EX 32 arithmetic (fig.), EX 32 logical comparison (fig.), EX 175 NPER (number or periods) function, EX 195, EX 531, EX 536–537 optional arguments, EX 133, EX 146 NPV function, EX 566 comparing investments using, EX 576 net present value and, EX 573 using, EX 571–572 visual overview, EX 566–567 OR function, EX 464 example (fig.), EX 475 logical test argument for (fig.), EX 478 results (fig.), EX 476 testing two or more conditions, EX 465 using, EX 475–477 using with NOT function, EX B7 number criteria filters (fig.), EX 282 Number group, EX 67 Or filter in criteria range (fig.), EX B4, EX B5 order of operations, EX 32, EX 33 N numbers displayed in French format (fig.), EX 775 displaying as text, EX 21–22 displaying significant digits, EX 140 entering, EX 24 formatting, EX 79–83, EX 89 formatting options, Format Cells dialog box, EX 89 international formats (fig.), EX 773 Name box, EX 2, EX 11, EX 388, EX 393–394 numeric data, EX 17 overlaying chart elements, EX 229 names, defined See defined names O P object linking and embedding (OLE), EX 762–768 Page Break Preview, EX 31, EX 50, EX 95, EX 113–114 objective cells, EX 630 location specification, EX 631 setting, EX 636 page breaks automatic, EX 95 inserting, EX 115–116 manual (fig.), EX 94 removing, EX 116 moving charts, EX 200–201, EX 231–232 charts between worksheets, EX 212 and copying cells, EX 39–41 SmartArt graphics, EX C22 worksheets, EX 16 naming cells and ranges, EX 392–397 Excel tables, EX 266 fields, EX 262 tables, EX 258 workbooks, EX 56–57 workbooks based on templates, EX 374 navigating multiple workbooks, EX 352 within worksheets, EX 9–11 objects, EX 762 embedded, EX 763 inserting, EX 768 linked, EX 763 organization properties, EX 752 orientation changing range, EX 520 page, EX 52–53 Outline buttons, EX 295–296 outlines, dragging into Sway, PA-7 output area, Excel application, EX 389, EX 391 Page Layout tab, EX 30, EX 94 Page Layout view, EX 31, EX 50–52, EX 119 Navigator dialog box (fig.), EX 684 Office applications, integrating with Excel, EX 762–768 objects, inserting, EX 768 negative cash flow (cash outflow), EX 531 Office.com templates, EX 371 Page Setup dialog box (fig.), EX 117 nested functions, EX 143 Office Mix, PA-10 nested IF functions creating, EX 484–489 described, (figs.), EX 484–485 OLAP (Online Analytic Processing), EX 695 panes, EX 277 See also specific pane splitting worksheet window into, EX 290–292 navigation keys (fig.), EX 10 nesting ROUND and AVERAGE functions, EX 143–145 net income, chart of values (fig.), EX 613 net present value, EX 566 calculated over irregular time intervals (fig.), EX 577 calculating, EX 571–573 and internal rate of return (fig.), EX 574 and NPV function, EX 573 New Query button, EX 661 OLE (object linking and embedding), EX 762–768 OneDrive saving workbooks to, EX 17, EX 745–746 sharing workbooks on, EX 731, EX 747 storing Sway sites on, PA-6 syncing with OneNote notes, PA-2 OneNote creating notebook, PA-2 described, PA-2 syncing notebooks to the cloud, PA-2–3 one-to-one relationships, EX 682–683 page margins, setting, EX 120–121 page orientation, changing, EX 52–53 parentheses (( )) checking formulas for matching, EX 489 in formulas, EX 33 Pareto charts creating, EX 239–240 described, EX 219, EX 239 passwords encryption, EX 758 protecting OneNote notebooks, PA-4 protecting workbooks with, EX 421–422 storing, EX 420 Copyright 2017 Cengage Learning All Rights Reserved May not be copied, scanned, or duplicated, in whole or in part WCN 02-200-203 Microsoft Office 365 & Excel 2016, Comprehensive Paste Names command, EX 397 Paste Options button, copying formats with, EX 101–102 Paste options (fig.), EX 764 Paste Special, copying formats with, EX 102 outlining with date field, EX 701–702 refreshing, EX 312–313 removing fields from, EX 305 types, creating different, EX 313 visual overview, EX 298–299 Paste Special dialog box (fig.), EX 102 placeholders, EX A16 Paste Values command, EX A7–8 planning Excel applications, EX 390–391 importance of, EX 261 macros, EX 433 structured ranges of data, EX 260–262 workbooks, EX 13–14 REF 11 principal, EX 190 print area defining, EX 114–115 described, EX 95 print titles, EX 94, EX 117–118 plus sign, in keyboard shortcuts, EX printing all worksheets in worksheet group, EX 331 embedded charts, EX 200 formatting worksheets for, EX 113–121 scaling printed output, EX 53 setting print options, EX 54–55 workbooks, EX 50–55, EX 121 worksheet groups, EX 345–347 PMT (payment) function, EX 190–193, EX 531–534 printouts, designing (visual overview), EX 94–95 payments calculating period with NPER function, EX 536–537 calculating size of loan, EX 539–540 calculating with PMT function, EX 532–534 interest (fig.), EX 540 PNG (Portable Network Graphics) format, EX C22 privacy options, setting for shared workbooks, EX 732–733 PDF (Portable Document Format) files described, EX 776 saving workbooks as, EX 776–778 positive cash flow, EX 530 pasting charts, EX 234 formats, EX 100–102 formulas, EX 35 payback period described, EX 566 of investment, viewing, EX 569–570 Percent style, EX 67 percentages, EX 82–83 Personal Macro workbook, EX 433 pictures See also images, photos creating macro buttons with, EX 448 inserting and editing, EX C18–21 working with, EX C15–23 pie charts, EX 197, EX 714–715 changing colors, EX 206–207 creating, EX 197–201 embedding, EX 766 exploding, EX 207 filtered (fig.), EX 209 formatting labels, EX 205–206 using, EX 243 PivotCharts, EX 298 creating, EX 316–318 visual overview, EX 298–299 PivotTables, EX 298, EX 681 adding fields to, EX 303–305 analyzing data with, EX 300 changing layouts, EX 305–306 creating, EX 299–303, EX 700–701 creating from Data Model, EX 692–697 creating recommended, EX 314–315 creating slicers to filter, EX 310–311 displaying data sources for cells, EX 312 empty report (fig.), EX 302 filtering, EX 308–311 filtering data by time period, EX 285 filtering fields, EX 309–310 layout areas for (fig.), EX 303 point-and-click method to create formulas with defined names, EX 400 points described, EX 28 Portable Network Graphics (PNG) format, EX C22 pound sign (#####) errors, EX 24, EX 81 Power Map, EX 699 visual overview, EX 698–699 visualizing data with, EX 716–719 Power Pivot, EX 689 tab, EX 681 table relationships established in (fig.), EX 692 transforming data with, EX 689–691 visual overview, EX 680–681 Power Pivot and the Data Model (visual overview), EX 680–681 PowerPoint, adding Office Mix to, PA-10 Power Query described, EX 662 using, EX 662–665 Power View, EX 698, EX 706 button, adding to ribbon, EX 706–708 data visualization best practices, EX 715 filtering charts, EX 711–713 multiple pie charts in (fig.), EX 714 sheet (fig.), EX 708 visual overview, EX 698–699 visualizing data with, EX 706–716 PPMT (principal payment) function, EX 195, EX 531 precedent cells, EX 567 presentations creating Sway, PA-6–7 Office Mix, PA-12 publishing Sway, PA-8 Preview grid, EX 660 previewing worksheet groups, EX 346–347 primary axis, EX 222, EX 232–234 primary sort field, EX 272 problem solving finding, fixing errors in formulas, EX 486 using filters to find appropriate data, EX 283 writing effective formulas, EX 39 product mixes, EX 630 comparison of (fig.), EX 633 introducing, EX 632–634 productivity apps creating OneNote notebook, PA-2 recording lectures, PA-4 syncing OneNote notebooks to the cloud, PA-2–3 Projected Cash Flow worksheet (fig.), EX 194 projecting future income and expenses, EX 550–557 PROPER function, EX A8–9 Properties, Advanced, EX 751 Protect Sheet dialog box (fig.), EX 420 Protect Structure and Windows dialog box (fig.), EX 422 Protect Workbook button, EX 750, EX 759 protecting against macro viruses, EX 429–431 workbooks with encryption, EX 758–759 worksheets, workbooks, EX 417–422 Protection tab, Format Cells dialog box (fig.), EX 418 publishing Swap presentations, PA-8 PV (present value) function, EX 195, EX 530, EX 537–539 Q QR Shopper (case), EX 529 queries, EX 660, EX 662 constructing, EX 663 creating, EX 663–665, EX 687–688 grouping values in, EX 670–671 refreshing query data, EX 667–668 transforming data with, EX 669–673 visual overview, EX 660–661 writing data, EX 662–668 writing to access data source, EX 669 Copyright 2017 Cengage Learning All Rights Reserved May not be copied, scanned, or duplicated, in whole or in part WCN 02-200-203 REF 12 New Perspectives Series Query Editor, EX 660 importing data, EX 661 window (fig.), EX 664 Query Settings pane, EX 660 querying Access databases, EX 683–684 Quick Access Toolbar, moving, EX 450 Quick Analysis tool, EX 109 charting with, EX 198–200 summarizing data with, EX 167–169 using, EX 109–111 references, structured See structured references referencing cells in other worksheets, EX 338–341 refreshing PivotTables, EX 312–313 query data, EX 667–668 relational databases described, EX 683 relationships in, EX 682–683 relative cell references, EX 154, EX 161–163, EX 165–166 quizzes, adding to slides, PA-12 Remove Duplicates dialog box (fig.), EX 270 quotation marks (") in worksheet names, EX 329 removing See also deleting fields from PivotTables, EX 305 filters, EX 278 filters from PivotTables, EX 311 hidden worksheets from workbooks, EX 755–756 page breaks, EX 116 split from worksheet window, EX 290–292 tabs from ribbon, EX 452 R RAND() function, EX 142 range references, EX 12 ranges cell See cell ranges changing orientation, EX 520 criteria, EX B3–6 data, EX 260–262 data, creating effective structured, EX 262 locking cells, EX 418–419 referencing in other worksheets, EX 338–341 selecting by defined names, EX 394 renaming Excel tables, EX 266 worksheets, EX 15–16 Replace and Find commands, EX 95 rate of return choosing, EX 572–573 described, EX 566 reports choosing layouts, EX 306 empty PivotTable (fig.), EX 302 formatting PivotTable, EX 307–308 scenario PivotTable, EX 617, EX 625–628 scenario summary, EX 625–626 Solver answer, EX 645–647 using PivotTables in, EX 300 readability, formatting workbooks for, EX 92 required arguments, EX 133, EX 146 Reading view (Microsoft Edge), PA-14 resizing See also sizing charts, EX 200–201 SmartArt graphics, EX C21–22 worksheet columns, rows, EX 25–29 RATE function calculating interest rates with, EX 568–569 described, EX 567 Recent screen in Backstage view (fig.), EX Recommended Charts tab, Insert Chart dialog box (fig.), EX 211 Recommended PivotTables button, Tables group, Insert tab, EX 314 reviewing changes using tracking log, EX 738–740 comments in shared workbooks, EX 736–737 merged workbooks, EX 744 RGB Color model, EX 71 ribbon collapsing, EX 349 customizing, EX 427, EX 706–707 removing tab from, EX 452 tabs on (fig.), EX Ribbon Display Options button, EX Rockport Youth Center (case), EX 387 rotating cell content, EX 88–89 rotational controls, EX 699 ROUND function, EX 132, EX 149 described, EX 142 nesting, EX 143–145 rounding, methods of, EX 149 row headings, EX row input cells, EX 605 rows, table, EX 258 rows, worksheet changing heights, EX 28–29 and data filters, EX 276 deleting, EX 43–45 formatting titles, EX 90–91 freezing, EX 262–263 hiding, unhiding, EX 47 inserting, EX 42–44 navigating within worksheets, EX 9–11 organizing data series in, EX 236 resizing, EX 25–29 ROWS area fields (fig.), EX 299 running macros described, EX 436–437 visual overview, EX 426–427 running totals, EX 167–169 Resolve Conflicts dialog box (fig.), EX 736 run-time errors, EX 438 Record Macro button, EX 426 responsive design, PA-6 Record Macro dialog box (fig.), EX 426, EX 434 Restore Down button, EX S recording lectures, PA-4 macros, EX 432–436, EX 438–439 result cells, EX 596, EX 611–612, EX 616 records, EX 258 adding to Excel tables, EX 268–269 database, EX 680, EX 682 deleting, EX 270 filtered, copying to new location, EX B11 finding and editing, EX 269 hiding, EX 295–296 result values, EX 596 return values described, EX 155 red triangle, EX 406, EX 422 revenue chart of (fig.), EX 599 comparing with expenses, EX 598–599 generating forecast sheets of monthly, EX 676–678 projecting future, based on growth trend, EX 551–552 projecting future, based on linear trend, EX 551–552 redoing, undoing actions, EX 19 Reveries Urban Centers (case), EX 327 red tracer arrows, EX 567 sales average results (fig.), EX 97 data, calculating, EX 75–79 data sorted (fig.), EX 273 formatted monthly gross (fig.), EX 87 formatted values (fig.), EX 82 statistics (fig.), EX 77 Sally’s Lawn & Snow Service (case), EX B1 sandbox (Microsoft Edge), PA-15 Save command, keyboard shortcut, EX saving custom themes, EX C26–27 Solver models, EX 647–650 themes, EX 106, EX C24 Copyright 2017 Cengage Learning All Rights Reserved May not be copied, scanned, or duplicated, in whole or in part WCN 02-200-203 Microsoft Office 365 & Excel 2016, Comprehensive workbooks, EX 17, EX 121, EX 379 workbooks as PDF file, EX 776–778 workbooks as templates, EX 375 workbooks in Excel 2003 format, EX A20–21 workbooks to OneDrive, EX 745–746 workbooks with macros, EX 450–451 workbooks with new filenames, EX 56–57 series (of data values) extending labels with AutoFill, EX 157–158 extrapolating from, EX 555–557 filling, EX 156–158 patterns extended with AutoFill (fig.), EX 157 Series dialog box (fig.), EX 159, EX 552 Solver, EX 631 activating add-in, EX 634–635 adding constraints, EX 638–643 answer report (fig.), EX 646 creating answer reports, EX 645–647 finding optimal solutions using, EX 634–644 optimal solutions with (visual overview), EX 630–631 scaling printed output, EX 53 Shape Fill button, EX 228 scatter charts creating, EX 673–674 and line charts, EX 221 shapes creating macro buttons with, EX 448 inserting, EX C17 Scenario Manager, EX 616 developing financial scenarios using, EX 618–625 dialog box (fig.), EX 621 Share Workbook button, EX 731 Sort by Color, Filter menu, EX 279 Share Workbook dialog box (fig.), EX 734 Sort dialog box, using, EX 272–273 shared workbooks, EX 730 Sort Z to Z button, EX 271 sharing Cortana, locating information with, PA-14–15 styles, themes, EX 106 the web with Microsoft Edge, PA-14 workbooks on OneDrive, EX 747 sorting data, EX 271–275 filtered data, EX 284 settings, EX 773 tables, EX 258 using custom lists, EX 274–275 scenario PivotTable reports, EX 617 scenario summary reports creating, EX 625–626 described, EX 617 Scenario Values dialog box (fig.), EX 620 scenarios, EX 616 choosing what-if analysis tools, EX 647 defining, EX 619–622 editing, EX 624–625 financial, developing with Scenario Manager, EX 618–625 merging, EX 629 viewing, EX 622–624 sheet tabs, active sheet, EX school, productivity apps for, PA-1–4 screen elements, customizing Excel, EX 769–771 sheets changing active, EX 8–9 chart sheets See chart sheets in workbook sheet tab (fig.), EX REF 13 Solver Parameters dialog box (fig.), EX 637 Solver Results dialog box (fig.), EX 645 Sort A to Z button, EX 271 source, and destination workbooks, EX 351, EX 360–363 Short Date format, EX 83, EX 170 source file illustrated (fig.), EX 350 integrating other applications using, EX 762 and linked worksheets, EX 348 shortcuts, keyboard, EX Sparkline Tools Design contextual tab, EX 219 Show All Properties link, EX 751 screenshots, inserting, EX 764 showing See also displaying, viewing comments, EX 424 filter buttons, EX 278 sparklines, EX 219, EX 244 creating, editing, EX 243–245 formatting sparkline axis, EX 244–245 visual overview, EX 218–219 working with sparkline groups, EX 246–247 ScreenTips described, EX sigma icon, EX 708 special formats, using, EX A15 scrolling through worksheets, EX 10 Signature Setup dialog box (fig.), EX 760 spell-checking settings, EX 773 Search box, EX 278 signatures See digital signatures split bar, EX 277 searching See also finding Cortana, locating information with, PA-14–15 the web with Microsoft Edge, PA-14 signing off on workbooks, EX 759–761 splitting worksheet window into panes, EX 290–292 screen recordings, PA-11 secondary axis, EX 222, EX 232–234 secondary sort field, EX 272 section tabs, OneNote, PA-2 security See also protecting digital signatures, using, EX 432 maintaining data, EX 678 sizing See also resizing fonts, EX 50 slicers, EX 277 adding to PivotTables, PivotCharts, EX 299 creating to filter data in Excel tables, EX 285–286 creating to filter PivotTables, EX 310–311 Slide Notes, PA-11 SECURITY WARNING, EX 451–452 slide recordings, PA-11 Select Changes to Accept or Reject dialog box (fig.), EX 741 SELFCERT.exe program, EX 761 SmartArt graphics, EX C15 adding text labels to, EX C17 filling with pictures, EX C19 formatting, EX C18 inserting, EX C15–16 resizing, EX C21–22 self-signed certificates, EX 761 SmartArt styles, EX C18 Select Data Source dialog box, EX 237, EX 614 selecting multiple filter items, EX 281–282 spreadsheets, EX documenting, EX 425 Excel application See Excel application stacked column charts, EX 210, EX 213–215, EX 712 standard colors, EX 70 standard properties, EX 752 starting new workbooks, EX 14–17 status bar, EX 2, EX 276 Stop error alerts, EX 413 Storylines (Sway), PA-6 straight-line depreciation, EX 558 straight-line depreciation, calculating, EX 560 strikethrough, EX 68 strings, text, EX 17 Copyright 2017 Cengage Learning All Rights Reserved May not be copied, scanned, or duplicated, in whole or in part WCN 02-200-203 REF 14 New Perspectives Series structured references, EX 464–465 in formula (fig.), EX 507 using to create formulas in Excel tables, EX 477–480 syncing described, PA-2 OneNote notebooks to the cloud, PA-2–3 syntax, function, EX 35, EX 141–142 Style dialog box (fig.), EX C3 styles cell, EX 95, EX 98–100, EX C2–4 changing chart, EX 767 chart, EX 202–203 copying between templates, EX 376 creating custom cell, EX C2–4 error alert, creating, EX 410 sharing, EX 106 SmartArt, EX C18 table, EX 259, EX C4–6 work, customizing Excel for your, EX 769–772 SUBSTITUTE function, EX A13–14 Subtotal command, EX 292 Subtotal dialog box (fig.), EX 294 SUBTOTAL function, EX 289 Subtotal Outline view, using, EX 295–296 subtotals inserting, EX 292–295 removing, EX 296 SUM function, EX 35–39, EX 76, EX 78, EX 142, EX 289 3-D reference used with (fig.), EX 343 described, EX 513 SUMIF function described, EX 507 using, EX 516–551 SUMIFS function, EX B18–19 summaries, PivotTable, EX 313 Summarize with PivotTable button, Tools group, Table Tools Design tab, EX 301 summarizing data conditionally using functions, EX 513–521 data using COUNTIFS, SUMIFS, and AVERAGEIFS functions, EX B16–21 data with logical operators, EX 177–178 data with PivotTables, EX 300 data with Quick Analysis tool, EX 167–169 using Total row to calculate summary statistics, EX 287–290 T table relationships, EX 680 defining in Diagram view, EX 691–692 managing, EX 691–692 in relational databases, EX 682 table styles, EX 259 creating custom, EX C4–6 described, EX C4 tables, EX 259 creating Excel, EX 264–265 creating slicers to filter data in Excel, EX 285–286 data definition, EX 261 database, EX 682 elements of (visual overview), EX 258–259 filtering data (visual overview), EX 276–277 linking Word documents to, EX 764–765 maintaining data in, EX 267–270 modifying Excel, EX 266–267 naming Excel, EX 266, EX 258 retrieving data into, EX 665–666 saving time with, EX 264 sorting, EX 258 structured references See structured references using structured references to create formulas in, EX 477–480 tables, database described, EX 680 working with fields from multiple, EX 693–694 tabs OneNote section, PA-2 removing from ribbon, EX 452 tangible assets described, EX 557 specifying values of, EX 559 taxes adding to income statements, EX 563–564 calculating liability, EX 564 templates described, EX testing data validation rules, EX 416–417 duplicate value conditional formatting, EX 509–510 formulas, EX 39 hyperlinks, EX 369–370 macro buttons, EX 448 macros, EX 440 two or more conditions, EX 465 workbooks, EX 14 worksheet protection, EX 420 text AutoComplete, using, EX 20–21 being entered with Flash Fill (fig.), EX 47 converting handwriting to, PA-3–4 counting, EX 143 criteria filters (fig.), EX 282 displaying numbers as, EX 21–22 entering in worksheets, EX 17–18 finding and replacing, EX 103–105 formatting cell, EX 68–75 formatting selections within cells, EX 72 undoing entry, EX 19 wrapping within cells, EX 27–28 text boxes, creating, EX C21 text data, EX 17 text files, EX 668 text filters, EX 280 Text functions described (fig.), EX A4 using, EX A5–15 text labels, adding to SmartArt graphics, EX C17 text strings described, EX 17 formatting within cells, EX 66 Text to Columns command, EX A10 theme colors, EX 70 theme fonts, EX 68 summary functions, EX 264 Tell me what you want to box described (fig.), EX getting Help, EX themes, EX 68 creating, saving, EX C24 modifying fonts, colors, EX C24–26 saving custom, EX C26–27 sharing, EX 106 working with, EX 105–106, EX C22–27 sunburst charts, EX 242 template workbooks, EX 370 thousands separators, EX 773–774 Sway adding content to build stories, PA-7 creating presentations, PA-6–7 templates, EX 366 copying styles between, EX 376 creating custom workbook, EX 375–377 creating new workbook from, EX 378–380 creating workbooks based on, EX 371–374 meeting notes, PA-3 OneNote, PA-2 using, EX 370–371 using Excel, EX 371 visual overview, EX 366–367 tick marks, EX 222 Sway sites, PA-6, PA-8 Sways, PA-2 Switch Windows button, EX 349 symbols currency, EX 80 international, using, EX 776 tiled arrangement of workbooks, EX 352 tiling windows, EX 349 time data, EX 17 time format codes (fig.), EX A19 time sheet template, EX 372–373 time value of money, EX 571 timeline described, EX 695 Copyright 2017 Cengage Learning All Rights Reserved May not be copied, scanned, or duplicated, in whole or in part WCN 02-200-203 Microsoft Office 365 & Excel 2016, Comprehensive timeline slicers adding, EX 695–697 described, EX 681 times, formatting, EX 83 title bar, EX titles adding print, EX 117–118 chart See chart titles TODAY function, EX 154, EX 169–170, EX 409 To Do tags, PA-2 Top 10% dialog box (fig.), EX 110 Top/Bottom rule, EX 109–111 Total row described, EX 276 using to calculate summary statistics, EX 287–290 Touch Mode, EX 6–7 tracer arrows, EX 581 tracing error, EX 580–582 Track Changes button, EX 731 tracking changes in workbooks, EX 733–742 tracking log, EX 730, EX 738 reviewing changes using, EX 738–740 in worksheet (fig.), EX 740 TransferData macro, creating, EX 438–440 TRANSPOSE function, EX 520 treemap charts, EX 241, EX 242 trendlines, EX 661 types, adding to scatter chart, EX 674 visual overview, EX 660–661 trends charting, EX 673–675 growth, EX 549 identifying, EX 673 linear, EX 549 Trust Center described, EX 430 Macro settings in Trust Center dialog box (fig.), EX 431 Tufte, Edward, EX 244 two-variable data tables, EX 597, EX 608–614 U underline, EX 68 Undo button, EX 19, EX 294 undoing, redoing actions, EX 19 unfreezing worksheet rows, EX 263 ungrouping worksheets, EX 331, EX 335 unhiding described, EX 47 rows and columns, EX 47 unit labels, displaying, EX 223 unlocking cells, EX 418–419 unprotecting worksheets, workbooks, EX 422 updating linked workbooks, EX 360–363 software, EX 678 workbook files, EX 56 UPPER function, using to convert case, EX A12–13 user-friendly workbooks, making, EX 134–141 V validating data, data entry, EX 408–417 options for (fig.), EX 408 validation criteria, EX 408 validation rules described, EX 408–409 list, EX 412–416 #VALUE! error value, EX 151–153 value fields illustrated (fig.), EX 298 VALUES area fields (fig.), EX 299 variable cells, EX 630 location specification, EX 631 setting, EX 636 variable data, EX 366 variable expenses, EX 598 vertical arrangement of workbooks, EX 352 vertical axis, changing scale of, EX 222–223 vertical lookup tables, EX 155, EX 171 Victoria’s Veggies (case), EX 257 video clips, capturing, PA-11 videos, inserting into OneNote notebooks, PA-4 viewing See also displaying, showing Data Model contents, EX 689–691 macro’s code, EX 427, EX 441–442 payback period of investments, EX 569–570 scenarios, EX 622–624 sheets in workbook, EX 8–9 workbooks on the web, EX 746–747 worksheet formulas, EX 55–56 views See also specific view changing worksheet, EX 50–52 viruses detecting using Document Inspector, EX 756 protecting against macro, EX 429–431 Visual Basic Editor (VBE) described, EX 432 working with, EX 440–443 Visual Basic for Applications Editor window (fig.), EX 442 Visual Basic for Applications (VBA), EX 432 REF 15 Visual Display of Quantitative Information, The (Tufte), EX 244 visual overviews cell references and formulas, EX 154–155 chart elements, EX 180–181 charts, sparklines, and data bars, EX 218–219 conditional formatting and functions, EX 506–507 data tables and what-if analyses, EX 596–597 data validation and protection, EX 406–407 designing printouts, EX 94–95 elements of Excel tables, EX 258–259 Excel application and defined names, EX 388–389 filtering table data, EX 276–277 finalizing workbooks, EX 750–751 formatting worksheets, EX 66–67 formulas and functions, EX 30–31, EX 132–133 hyperlinks, EX 366–367 links and external references, EX 348–349 loan and investment functions, EX 530–531 lookup tables and IFERROR function, EX 482–483 macros, working with, EX 426–427 NPV and IRR functions, auditing, EX 566–567 optimal solutions with Solver, EX 630–631 PivotTables and PivotCharts, EX 298–299 Power View, Power Map, EX 698–699 queries and trendlines, EX 660–661 templates, EX 366–367 what-if scenarios, EX 616–617 workbook window, EX 2–3 worksheet groups and 3-D references, EX 328–329 visualizing data with Power View, EX 706–716 VLOOKUP function, EX 154, EX 171–173, EX 177, EX 482, EX 489 nesting within IFERROR function, EX 502–504 using to find approximate match, EX 493–496 using to find exact match, EX 491–493 W warnings, security, EX 451–452 Watch Window, using, EX 585–586 waterfall charts creating, EX 240–241 described, EX 240 Waves World (case), EX C1 Web Note tools (Microsoft Edge), PA-15 webpages annotating, PA-15 live, PA-12 Weekly Time Sheet workbook (fig.), EX 366–367 what-if analyses, EX 149 choosing tool, EX 647 finding break-even points, EX 601–602 performing using Goal Seek, EX 150–151 performing using trial and error, EX 149–150 performing with charts, EX 208–209 visual overview, EX 596–597 Copyright 2017 Cengage Learning All Rights Reserved May not be copied, scanned, or duplicated, in whole or in part WCN 02-200-203 REF 16 New Perspectives Series what-if scenarios illustrated (fig.), EX 618 visual overview, EX 616–617 windows Switch Windows button, EX 349 workbook (fig.), EX Windows Certification Manager, EX 761 Wingait Farm (case), EX 131 win/loss sparklines, EX 243 Word documents dragging outlines into Sway, PA-7 linking to Excel tables, EX 764–765 updating linked objects in Excel tables, EX 765–766 WordArt described, EX 390 enhancing worksheets with, EX 390 work, productivity apps for, PA-1–4 Workbook Queries pane, EX 661 workbook window (visual overview), EX 2–3 workbooks accepting, rejecting edits in shared, EX 740–742 adding document properties, EX 752–754 arranging multiple, EX 352–353 auditing, EX 579–586 blank (fig.), EX 15 changing themes, EX 105–106 closing, EX 13 collaboration (visual overview), EX 730–731 colors, using to enhance, EX 73 comments, EX 422–423 created from Weekly time sheet template (fig.), EX 373 creating custom template, EX 375 creating from templates, EX 371–374 creating new, from templates, EX 378–380 developing for international clients, EX 772–776 documenting contents of, EX 135 entering text, data, numbers, EX 17–24 exploring, navigating within worksheets, EX 7–11 finalizing (visual overview), EX 750–751 illustrated (fig.), EX 2–3 inspecting, EX 754–755 layout arrangements, EX 352–353 linking, EX 350–351 making accessible, EX 758 making user-friendly, EX 134–141 managing linked, EX 359 marked as final, EX 751 marking as final, EX 759 merging and comparing, EX 743–745 navigating multiple, EX 352 opening existing, EX 4–5 opening those created with earlier version of Excel, EX A2–3 opening with macros, EX 451–452 Personal Macro, EX 433 planning, EX 13–14 preparing final, EX 752–759 previewing, printing, EX 54–55 printing, EX 50–55, EX 121 protecting, EX 417–422, EX 758–759 protecting, unprotecting, EX 421–422 reviewing comments in, EX 736–737 saving, EX 17 saving as PDF files, EX 776–778 saving in Excel 2003 format, EX A20–21 saving those created with earlier version of Excel, EX A2–3 saving to OneDrive, EX 745–746 saving with macros, EX 450–451 saving with new filenames, EX 56–57 sharing, enabling, EX 733 sharing among multiple users, EX 732–733 sharing on OneDrive, EX 747 signing off on, EX 759–761 source, and destination, EX 360–363 starting new, EX 14–17 styles See styles template, EX 370 templates described, EX themes, applying, EX C23–24 tracking changes in, EX 733–742 two users simultaneously editing (fig.), EX 735 updating linked, EX 360–363 when to link, EX 351 worksheet groups, EX 328 capabilities of, EX 331 dragging and dropping, EX 337 previewing, EX 346–347 printing, EX 345–347 visual overview, EX 328–329 worksheet protection, EX 407 worksheet window, splitting into panes, EX 290–292 worksheets, EX 260 See also sheets adding data bars, EX 248 adding print titles, EX 117–118 changing views, EX 50–52 comments, EX 422–423 contents in workbook window (fig.), EX copying, EX 336–337 deleting, EX 16–17 documenting, EX 425 editing cell content, EX 19–20 editing grouped, EX 334 entering text, data, EX 17–24 with font, fill, and border formatting (fig.), EX 98 formatted cells (fig.), EX 91 formatting, EX 48–50 formatting (visual overview), EX 66–67 formatting cells, EX 84–89 formatting for printing, EX 113–121 freezing rows, columns, EX 262–263 grouped (fig.), EX 332 grouping, EX 330–335 hiding, unhiding, EX 47 inserting hyperlinks in, EX 369 inserting macro buttons, EX 445–447 maintaining data in Excel tables, EX 267–270 modified to be used as custom template (fig.), EX 377 modifying, EX 39–47 moving, EX 16 moving charts between, EX 212 navigating within, EX 9–11 numbers, entering, EX 24 in Page Break Preview (fig.), EX 52 in Page Layout view (fig.), EX 51 protecting, EX 417–422 referencing cells, ranges in other worksheets, EX 338–341 removing hidden, EX 755–756 renaming and inserting, EX 15–16 sales data (fig.), EX 260 SmartArt graphic inserted in (fig.), EX C16 switching to different views, EX 50–52 ungrouping, EX 331, EX 335 using 3-D references to add values across worksheets, EX 341–345 using multiple with identical layouts, EX 336 viewing formulas, EX 55–56 WordArt, enhancing with, EX 390 World Rhythm (case), EX 659 wrapping text within cells, EX 27–28 written communication communicating effectively with charts, EX 216 creating effective workbooks, EX 14 creating Excel table fields, EX 467 data visualization best practices, EX 715 designing a database, EX 688 displaying significant digits, EX 140 documenting spreadsheets, EX 425 effective conditional formatting, EX 113 formatting monetary values, EX 80 formatting workbooks for readability, appeal, EX 92 summarizing data with PivotT PivotTables, EX 300 using multiple worksheets with identical layouts, EX 336 writing financial workbooks, EX 546 X XIRR function, EX 577–578 XNPV function, EX 577–578 XY (scatter) charts, EX 221 XY scatter charts, EX 243 Z zip codes, extracting, EX A5–7 Zoom controls, EX 3, EX 699 Copyright 2017 Cengage Learning All Rights Reserved May not be copied, scanned, or duplicated, in whole or in part WCN 02-200-203 Buy Rent Access Access Student Data Files, CourseMate, and other study tools on cengagebrain.com For detailed instructions visit http://solutions.cengage.com/Student-Downloads/ Store your Data Files on a USB drive for maximum efficiency in organizing and working with the files Mac users: If you are working through this product using a Mac, some of the steps may vary Additional information for Mac users is included with the Data Files for this product Copyright 2017 Cengage Learning All Rights Reserved May not be copied, scanned, or duplicated, in whole or in part WCN 02-200-203 ... written using Microsoft Office 365 ProPlus and Microsoft Excel 2016 running on Microsoft Windows 10 Professional and was Quality Assurance tested before the publication date As Microsoft continually... duplicated, in whole or in part WCN 02-200-203 Microsoft Office 365 & Excel 2016, Comprehensive Getting Help EX Using Excel 2016 in Touch Mode EX Exploring... versions of Office 2013 and Office 2016 running on personal computers (PCs) Figure 11: Getting started with Office Mix Download the Office Mix free add-in from mix .office. com Click the Get Office