Wiley microsoft office excel 2007 data analysis your visual blueprint for creating and analyzing data charts and pivottables jul 2007 ISBN 0470132299 pdf

01_132296 ffirs.qxp 5/24/07 12:39 PM Page iv ® Excel 2007 Data Analysis Your visual blueprint ™ for creating and analyzing data, charts, and PivotTables by Denise Etheridge 01_132296 ffirs.qxp 5/24/07 12:39 PM Page ii Excel® 2007 Data Analysis: Your visual blueprint™ for creating and analyzing data, charts, and PivotTables Published by Wiley Publishing, Inc 111 River Street Hoboken, NJ 07030-5774 Published simultaneously in Canada FOR PURPOSES OF ILLUSTRATING THE CONCEPTS AND TECHNIQUES DESCRIBED IN THIS BOOK, THE AUTHOR HAS CREATED VARIOUS NAMES, COMPANY NAMES, MAILING, E-MAIL AND INTERNET ADDRESSES, PHONE AND FAX NUMBERS AND SIMILAR INFORMATION, ALL OF WHICH ARE FICTITIOUS ANY RESEMBLANCE OF THESE FICTITIOUS NAMES, ADDRESSES, PHONE AND FAX NUMBERS AND SIMILAR INFORMATION TO ANY ACTUAL PERSON, COMPANY AND/OR ORGANIZATION IS UNINTENTIONAL AND PURELY COINCIDENTAL Copyright © 2007 by Wiley Publishing, Inc., Indianapolis, Indiana No part of this publication may be reproduced, stored in a retrieval system or transmitted in any form or by any means, electronic, mechanical, photocopying, recording, scanning or otherwise, except as permitted under Sections 107 or 108 of the 1976 United States Copyright Act, without either the prior written permission of the Publisher, or authorization through payment of the appropriate per-copy fee to the Copyright Clearance Center, 222 Rosewood Drive, Danvers, MA 01923, 978-750-8400, fax 978-646-8600 Requests to the Publisher for permission should be addressed to the Legal Department, Wiley Publishing, Inc., 10475 Crosspoint Blvd., Indianapolis, IN 46256, 317-572-3447, fax 317-572-4355, or online at www.wiley.com/go/ permissions Contact Us For general information on our other products and services please contact our Customer Care Department within the U.S at 800-762-2974, outside the U.S at 317-572-3993, or fax 317-572-4002 For technical support please visit www.wiley.com/techsupport Library of Congress Control Number: 2007925985 ISBN: 978-0-470-13229-6 Manufactured in the United States of America 10 Trademark Acknowledgments Wiley, the Wiley Publishing logo, Visual, the Visual logo, Visual Blueprint, Read Less - Learn More, and related trade dress are trademarks or registered trademarks of John Wiley & Sons, Inc and/or its affiliates Microsoft and Excel are registered trademarks of Microsoft Corporation in the United States and/or other countries All other trademarks are the property of their respective owners Wiley Publishing, Inc is not associated with any product or vendor mentioned in this book The Metropolitan Cathedral of Brasilia LIMIT OF LIABILITY/DISCLAIMER OF WARRANTY: THE PUBLISHER AND THE AUTHOR MAKE NO REPRESENTATIONS OR WARRANTIES WITH RESPECT TO THE ACCURACY OR COMPLETENESS OF THE CONTENTS OF THIS WORK AND SPECIFICALLY DISCLAIM ALL WARRANTIES, INCLUDING WITHOUT LIMITATION WARRANTIES OF FITNESS FOR A PARTICULAR PURPOSE NO WARRANTY MAY BE CREATED OR EXTENDED BY SALES OR PROMOTIONAL MATERIALS THE ADVICE AND STRATEGIES CONTAINED HEREIN MAY NOT BE SUITABLE FOR EVERY SITUATION THIS WORK IS SOLD WITH THE UNDERSTANDING THAT THE PUBLISHER IS NOT ENGAGED IN RENDERING LEGAL, ACCOUNTING, OR OTHER PROFESSIONAL SERVICES IF PROFESSIONAL ASSISTANCE IS REQUIRED, THE SERVICES OF A COMPETENT PROFESSIONAL PERSON SHOULD BE SOUGHT NEITHER THE PUBLISHER NOR THE AUTHOR SHALL BE LIABLE FOR DAMAGES ARISING HEREFROM THE FACT THAT AN ORGANIZATION OR WEBSITE IS REFERRED TO IN THIS WORK AS A CITATION AND/OR A POTENTIAL SOURCE OF FURTHER INFORMATION DOES NOT MEAN THAT THE AUTHOR OR THE PUBLISHER ENDORSES THE INFORMATION THE ORGANIZATION OR WEBSITE MAY PROVIDE OR RECOMMENDATIONS IT MAY MAKE FURTHER, READERS SHOULD BE AWARE THAT INTERNET WEBSITES LISTED IN THIS WORK MAY HAVE CHANGED OR DISAPPEARED BETWEEN WHEN THIS WORK WAS WRITTEN AND WHEN IT IS READ A vision of architect Oscar Niemeyer, the breathtaking Metropolitan Cathedral of Brasilia reflects the innovative architecture and design that characterize this young and original city Sweeping skyward, the Cathedral’s sixteen gracefully curved columns symbolize hands lifted in prayer, while the unique bell tower replicates a candelabra Begun in 1959, the Cathedral was designated a Historic Monument in 1967, thereby accessing public funds for its completion It was dedicated in 1970 Learn more about Brasilia’s unusual history and architecture in Frommer’s Brazil, available wherever books are sold or at www.frommers.com Sales Contact Wiley at (800) 762-2974 or (317) 572-4002 01_132296 ffirs.qxp 5/24/07 12:39 PM Page iii PRAISE FOR VISUAL BOOKS… “This is absolutely the best computer-related book I have ever bought Thank you so much for this fantastic text Simply the best computer book series I have ever seen I will look for, recommend, and purchase more of the same.” —David E Prince (NeoNome.com) “I am an avid fan of your Visual books If I need to learn anything, I just buy one of your books and learn the topic in no time Wonders! 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I will always buy your books because they are the best.” —Seward Kollie (Dakar, Senegal) “I have quite a few of your Visual books and have been very pleased with all of them I love the way the lessons are presented!” —Mary Jane Newman (Yorba Linda, CA) “I am an avid purchaser and reader of the Visual series, and they are the greatest computer books I've seen Thank you very much for the hard work, effort, and dedication that you put into this series.” —Alex Diaz (Las Vegas, NV) July 05 01_132296 ffirs.qxp 5/24/07 12:39 PM Page iv Credits Project Editor Sarah Hellert Acquisitions Editor Jody Lefevere Copy Editor Lauren Kennedy Technical Editor Namir Shammas Editorial Manager Robyn Siesky Business Manager Amy Knies Media Projects Supervisor Layout Carrie A Foster Jennifer Mayberry Melanee Prendergast Heather Ryan Amanda Spagnuolo Screen Artist Jill A Proll Cover Illustration Elizabeth Cardenas-Nelson Proofreader Laura L Bowman Quality Control Cynthia Fields Indexer Laura Moss-Hollister Broccoli Information Media Development Specialist Wiley Bicentennial Logo Josh Frank Manufacturing Allan Conley Linda Cook Paul Gilchrist Jennifer Guynn Book Design Richard J Pacifico Special Help Barbara Moore Vice President and Executive Group Publisher Richard Swadley Kathryn Rickard Vice President Publisher Production Coordinator Barry Pruett Adrienne Martinez Composition Director Debbie Stailey 01_132296 ffirs.qxp 5/24/07 12:39 PM Page v About the Author Denise Etheridge is a certified public accountant as well as the president and founder of Baycon Group, Inc She publishes Web sites, provides consulting services on accounting-related software, and authors computer-related books You can visit www.baycongroup.com to view her online tutorials Author’s Acknowledgments I would like to thank all of the people at Wiley who assisted me in writing this book, with particular thanks to Jody Lefevere, Sarah Hellert, Namir Shammas, and Lauren Kennedy I would also like to thank Malinda McCain for her assistance on this and many other projects This book is dedicated to my parents, Frederick and Catherine Etheridge 02_132296 ftoc.qxp 5/24/07 12:41 PM Page vi TABLE OF CONTENTS CHAPTER 1: GETTING STARTED Introduction to Data Analysis with Excel Understanding the Excel Window Enter Data Format Numbers Format Cells 10 Select Data 14 Copy, Cut, and Paste Cells 16 Copy with the Office Clipboard 18 Insert and Delete Cells 20 Find and Replace 22 Find and Replace Formats 24 CHAPTER 2: CREATING FORMULAS 26 Understanding Formulas 26 Create Formulas 28 Edit Formulas 30 Name Cells and Ranges 32 Define and Display Constants 34 Create Formulas that Include Names 36 Check Formulas for Errors 38 Trace Precedents and Dependents 40 CHAPTER 3: CREATING AND USING FUNCTIONS 42 Understanding the Function Wizard 42 Round a Number 44 Determine the Nth Largest Value 46 Create a Conditional Formula 48 Calculate a Conditional Sum 50 Calculate Products and Square Roots 52 Look Up Information 54 Determine the Location of a Value 56 Perform Time Calculations 58 Perform Date Calculations 60 vi 02_132296 ftoc.qxp 5/24/07 12:41 PM Page vii CHAPTER 4: USING FINANCIAL FUNCTIONS 62 Calculate Calculate Calculate Calculate Calculate Calculate Calculate Calculate Calculate Calculate Future Value 62 Present Value 64 Loan Payments 66 Principal or Interest 68 the Interest Rate 70 the Internal Rate of Return 72 Straight-Line Depreciation 74 Declining Balance Depreciation 76 Double-Declining Balance Depreciation 78 Sum-of-the-Years-Digits Depreciation 80 CHAPTER 5: USING STATISTICAL FUNCTIONS AND TOOLS 82 Calculate an Average 82 Calculate the Median or the Mode 84 Calculate Rank 86 Calculate Frequency 88 Calculate Variance and Standard Deviation 90 Find the Correlation 92 Install Excel Add-Ins 94 Calculate a Moving Average 96 Compare Variances 98 Using the Data Analysis Toolpak to Determine Rank and Percentile 100 Calculate Descriptive Statistics 102 CHAPTER 6: ORGANIZING WORKSHEET DATA 104 Enter Data with a Form 104 Filter Duplicate Records 106 Perform Simple Sorts and Filters 108 Perform Complex Sorts 110 Sort by Cell Color, Font Color, or Icon 112 Perform Complex Filters 114 Enter Criteria to Find Records 116 vii 19_132296 bindex.qxp 5/24/07 1:48 PM Page 277 calculation options, Value Field Settings dialog box, 135 calculations, See also formulas calculators, 193 Cancel button, carrying value See depreciation cash inflows and outflows, 62, 65, 70, 72–73 categories, function, 42 Category (Horizontal) Axis Label box, Select Data Source dialog box, 152 Cell button, cells addresses, 28–29 AutoFill, 188–189 copying, cutting, and pasting, 16–17 copying with Office Clipboard, 18–19 formatted AutoFill, 188–189 finding and replacing formats, 24–25 overview, 10–13, 19 removing, 21 sorting lists by format, 112–113 increasing width of, inserting and deleting, 20–21 linking to form controls, 230 named, 183 naming, 32–33 overview, PivotTable, 141 preformatted, references, 20, 30–31, 234, 239, 274–275 referencing, 29 selecting, 14 tracing dependents and precedents, 40–41 Cells group, 20–21 Center button, 12–13 central tendency, 85 Chart Output option, Histogram dialog box, 156–157 charts adding and removing data, 152–153 adding details, 144–147 changing type of, 148–149 combination charts, 162–163 creating, 142–143 error bars, 154–155 Excel, in PowerPoint, 167 of filtered data, 158–159 histograms, 156–157 of moving averages, 96 overview, PivotCharts, 160–161 sheets, 143–144 tools, 89 trendlines, 150–151 check box controls, 229–230 Choose Data Source dialog box, 178–179 Clear All button, Office Clipboard, 18 Clear All option, Editing group, 21 Clear button, Sort & Filter group, 109 Clear Comments, Editing group, 21 Clear Contents, Editing group, 21 Clear Formats, Editing group, 21 Clear options, Editing group, 21 Clear Rules, conditional formatting, 199 clearing PivotTables, 129 clip art, 207, 245 Clipboard, Office, 18–19 Clipboard group, Home tab, 16–17 colons (:), 27 color scales, 199–200 colorized photographs, 207 colors data bar, 199 fill and text, 10–11, 112–113 Column charts, 89, 143, 148 Column Label fields, PivotTable, 130 columns banded, 126–127, 132–133 breaking cells into with Convert Text to Columns Wizard, 175 calculated, 124–125 converting rows to, 195 and data tables, 186–187 hidden, 17, 138 inserting, 20–21 labels and Consolidate feature, 197 overview, printing headings on every page, 225–227 querying, 178 searching values in, 54–55 selecting entire, 14–15 setting data format in Text Import Wizard, 174 subtotaling, 121 combination charts, 162–163 combo box controls, 229–231 277 19_132296 bindex.qxp 5/24/07 1:48 PM Page 278 INDEX Comma Style button, commands, adding to Quick Access toolbar, 247 commas (,), 27 comments, 21, 25, 212–214 commercial digital signature files, 237 comparison criteria, 116–117 comparison operators, 26, 48, 82, 117, 178, 272 Compatibility Pack, 220 complex filters, 114–115 complex sorts, 110–111 computed criteria, 116–117 conditional formatting, 25, 112–113, 198–201 conditional formulas, 48–49 Conditional Sum Wizard, 51, 94 conditional sums (SUMIF function), 50–51 confidence levels, statistical, 98, 102–103 Connect Data Points with Line option, missing data representation, 159 Consolidate feature, 196–197 constants, 25, 33–37 contiguous cells, selecting, 14 continuous data, 110, 128, 136 Convert a Range, Tools group, 126 Convert Text to Columns Wizard, 175 Copy button, Clipboard group, 18 Copy command, 164–165 Copy To field, Advanced Filter dialog box, 106, 118 copying Access data to Excel, 177 cells, 16–17 data to charts, 153 formulas, 31 CORREL function, 92–93 Correlation tool, Data Analysis Toolpak, 93 cost, asset See depreciation count value, Descriptive Statistics tool, 103 COUNTIF function, 50 Create from Selection option, Defined Names group, 32–33 Create Links to Source Data option, Consolidate dialog box, 197 criteria, Advanced Filter, 106, 116–119 criteria ranges, 116, 122 critical value, F-test analysis tool, 99 cropping photographs, 206–207 CUMIPMT function, 69 CUMPRINC function, 69 cumulative interest or principal, 69 278 Cumulative Percentage option, Histogram dialog box, 156 curly braces ({ }), 48, 52, 73, 83–84, 88, 90, 152 currencies, 6–8, 94 currency symbols, current date, 61 custom AutoFilters, 114–115 custom formulas, 211 custom lists, 111 custom sort orders, 110 custom templates, 218–219 Customize the Quick Access Toolbar page, Excel Options dialog box, 246–247 Customize Status Bar menu, 29 cutting cells, 16–17 cutting formulas, 31 D data, missing, 159 Data Analysis Toolpak comparing variances with F-tests, 98–99 Descriptive Statistics tool, 102–103 histograms, 156–157 Moving Average tool, 96–97 overview, 85, 93–96 Rank and Percentile tool, 100–101 data analysis tools and techniques adding calculators, 193 AutoFill, 188–189 changing text to numbers, 194 conditionally formatted worksheets, 198–201 consolidating worksheets, 196–197 converting rows to columns, 195 data tables, 186–187 Goal Seek, 184–185 inserting photographs into worksheets, 206–207 letting Excel read back data, 192 overview, Paste Special, 202–205 what-if analysis, 182–183 working with multiple windows, 190–191 data bars, 198–200 data entry keyboard shortcuts, 251 data entry rules, 210–211 Data Entry Rules.xlsx, 211 data fields, sorting, 139 data formats, 174 Data Mining Client for Excel, 95 19_132296 bindex.qxp 5/24/07 1:48 PM Page 279 data series, 152–153, 162–163 data tables, 186–187 Data Tables.xlsx, 187 Data Validation dialog box, 208–211 data validations, 25 database functions, 122–123, 256, 274 databases, Access, 176–181 date calculations, 58 Date format option, Format Cells dialog box, DATE function, 61 date functions, 60–61, 257, 274 dates, 5, 8–9, 138 DAVERAGE function, 123 days and date calculations, 60–61 DB function (declining balance depreciation), 76–77 DCOUNT function, 122–123 DCOUNTA function, 123 DDB function (double-declining balance depreciation), 78–79 decimal places, 6–7, declining balance depreciation (DB function), 76–77 Decrease Decimal button, 6–7 Decrease Font Size button, 10 Decrease Indent button, 13 default cell reference style, 274 default charts, 143 default rotation, chart, 144 default workbook templates, 219 Defer Layout Update box, PivotTable Field List, 133 Define Names, Formula tab, 33–34 Defined Names group, Formulas tab, 32–33 defining constants, 34–35 Degrees of Freedom (df), F-test analysis tool, 99 Delete button, 105 Delete options, Cells group, 125 deleting calculated fields, 137 cells, 20–21 comments, 213 formulas, 31 macros, 233, 246, 248–249 PivotTables, 129 range names or constants in Name Manager, 33 saved queries, 181 scenarios, 183 delimited files, 172–175 dependents, 40–41 depreciation declining balance, 76–77 double-declining balance, 78–79 straight-line, 74–75 sum-of-years-digits, 80–81 descending order, 86, 108–109, 139 Descriptive Statistics tool, Data Analysis Toolpak, 85, 102–103 design mode, 228 Design tab, 124–127 See also PivotTables Developer tab, 228–229, 234 df (Degrees of Freedom), F-test analysis tool, 99 DGET function, 123 Difference From option, Value Field Settings dialog box, 135 digital signatures, 236–237, 240–241 disabled macros, 235–236, 243 discrete data, 110, 128 DMAX function, 123 DMIN function, 123 double-declining balance depreciation (DDB function), 78–79 doughnut charts, 148 down arrows filter, 114 formula bar, 32 next to filtered fields, 108–109 drop-down list, DSUM function, 123 duplicate records, 106–107 E Edit Hyperlink dialog box, 168 Edit Name dialog box, 33 Edit Series dialog box, 152–153 editing chart data, 153 formulas, 30–31 keyboard shortcuts, 251 macros, 235 scenarios, 183 Editing group, Home tab, 17, 21 effects, photograph, 207 enabling macros, 236, 243 end dates, 60 engineering functions, 258–259 Enter button, 279 19_132296 bindex.qxp 5/24/07 1:48 PM Page 280 INDEX equal signs, 272 error bars, 154–155 Error buttons, Error Checking dialog box, 39 error checking rules, 194 error messages, 40–41, 210, 275 errors formula, 38–39 standard, 96 Euro Currency Tools add-in, 94 Evaluate Formula dialog box, 38–39 events and macros, 232–233 EXACT function, 119 Excel 2003, 250 Excel 97–2003 workbook format (*.xls), 220 Excel Options dialog box adding calculator to Quick Access toolbar, 193 comment names, 213 creating custom lists, 111 Customize the Quick Access Toolbar page, 246–247 error checking for left-aligned numbers, 194 installing or removing add-in software, 94 overview, 5, setting font defaults, 11 Excel Workbook file format (*.xlsx), 220–221 exclamation points (!), 29, 36 Existing Connections dialog box, 181 Expand Formula Bar option, exporting Excel files as text files, 173 expressions, 38, 272 Extensible Markup Language (XML), 220 external data Access databases, 176–181 embedding worksheets, 166–167 hyperlinking worksheets, 168–169 importing text files, 172–175 overview, 164 paste linking into Word, 164–165 querying Web sites, 170–171 F FALSE values, 26, 53, 85 field labels, 116–117, 139 Field List, PivotTable, 130–131 Field Settings dialog box, 134 file formats, 172–173, 218–221 fill, chart, 145–146 280 fill colors, cell, 10 fill handle, 31, 151, 188 Filter by Multiple Criteria.xlsx, 119 filters See also Advanced Filter charting filtered data, 158–159 complex, 114–115 and conditional formatting, 200 PivotChart, 160–161 PivotTable, 140–141 and Query Wizard, 178–179 simple, 108–109 financial functions declining balance depreciation, 76–77 double-declining balance depreciation, 78–79 future value, 62–63 interest rate, 70–71 internal rate of return, 72–73 loan payments, 66–67 overview, 62, 260–262, 274 present value, 64–65 principal or interest, 68–69 straight-line depreciation, 74–75 sum-of-years-digits depreciation, 80–81 Find & Select, Home tab Editing group, 17 Find All button, 22 Find and Replace feature, 22–25 Find Format dialog box, 24 Find Next button, 22 fixed format files, 221 fixed numbers, possible chart error amounts as, 154 fixed-width files, 172–175 floors, chart, 146 font color, cell, 112–113 Font group, Home tab, 10 Font size field, Excel Options dialog box, 11 footers, 224, 227 forecasts, 96–97 forms, entering data with, 104–105 form controls, 228–233 Format Cells dialog box, 6–10, 59, 127, 216 Format Error Bars dialog box, 154–155 Format Object dialog box, 230 formats, of saved workbooks, 220–221 formatting cells AutoFill, 188–189 finding and replacing formats, 24–25 overview, 10–13, 19 19_132296 bindex.qxp 5/24/07 1:48 PM Page 281 removing, 21 sorting lists by format, 112–113 conditional, 198–201 date, 61 keyboard shortcuts, 252 and Paste Special, 204 PivotTable, 132–133 table, 126–127 text, in web queries, 171 forms, 104–105 Formula Auditing group, 38–41 formula bar, 3–4, 29, 32 formula keyboard shortcuts, 253 formulas basic elements of, 272–275 and calculated fields, 136 checking for errors, 38–39 and computed criteria, 116–117 conditional, 48–49 creating, 28–29 custom, and data entry rules, 211 defining and displaying constants, 34–35 editing, 30–31 Goal Seek, 184–185 naming cells and ranges, 32–33 overview, 25, 26–27 and Paste Special, 204 Scenario Manager’s what-if analysis, 182–183 solving with data tables, 186–187 and tables, 124–125 tracing precedents and dependents, 40–41 use of constant or range names, 36–37 Form.xlsx sample file, 105 Fraction option, Format Cells dialog box, 8–9 fractions, 9, 80 FREQUENCY function, 88–89, 157 F-tests, 98–99 full HTML formatting, 171 Function Arguments dialog box and conditional formulas, 48–49 conditional sums, 51 date calculations, 60 determining value location, 57 editing formulas, 30 future value calculations, 62–63 IPMT, 69 IRR, 73 LARGE, 47 loan payment calculations, 67 overview, 42 PPMT, 68 present value calculations, 64–65 products and square roots, 52–53 RATE, 70 rounding numbers, 45 SLN, 75 VLOOKUP function, 54 Function Wizard, 27, 42–43, 54, 66 functions See also financial functions; statistical functions and tools calculating products and square roots, 52–53 calculating using, 28–29 changing arguments, 30 conditional formulas, 48–49 conditional sums, 50–51 and Consolidate feature, 196 database, 256 date and time, 257 date calculations, 60–61 determining location of value, 56–57 determining Nth largest value, 46–47 engineering, 258–259 and formulas, 274 Function Wizard, 42–43 information, 263 logical, 263 looking up information, 54–55 lookup and reference, 264 math and trigonometry, 265–267 and named constants, 36 overview, 27, 42 round numbers, 44–45 Scenario Manager’s what-if analysis, 182–183 test, 271 time calculations, 58–59 FV function (future value), 62–63 fx (Insert Function) button, 30 G galleries PivotTable style, 132 table style, 126–127 Gaps option, missing data representation, 159 General number format, 281 19_132296 bindex.qxp 5/24/07 1:48 PM Page 282 INDEX Get Started tab, 95 GETPIVOTDATA function, 140 globally defined range names, 36 Go To dialog box, 25 Go To Special dialog box, 17 Goal Seek, 67, 184–185 Google searches, 95 gradient fill, chart, 145–146 grand totals, PivotTable, 134–135 gridlines, 146–147, 225 group box controls, 229 Group dialog box, 121 grouped frequency distribution, 88–89 grouping data, 138 growth series, 151 growth trends, 189 See also trendlines H headers, 224, 227 Hidden and Empty Cell Settings dialog box, 158–159 hidden rows and columns, 17 hidden windows, 191 Hide command, 248 Highlight Changes dialog box, 214–215 highlighting in conditional formatting, 198 histograms, 156–157 Histogram.xlsx, 157 HLOOKUP function, 55 holidays in date calculations, 60 Horizontal (Category) Axis Label box, Select Data Source dialog box, 152 HOUR function, 59 HTML formatting, 171 hyperlinks, 168–169 I icons cell, 112–113 sets of, 200–201 worksheet, 165–166 identifiers, column and row, 14–15 IF function, 48–49 imported Access databases, 176–177 imported text files, 172–175 income tax rates, 34 Increase Decimal button, 6–7 282 Increase Font Size button, 10 Increase Indent button, 13 indented row labels, PivotTable, 133 indents, text, 13 INDEX function, 57, 231 Index option, Value Field Settings dialog box, 135 inflows, cash, 62, 65, 70, 72–73 Information Alert style, 210 information functions, 263, 274 input messages, 210 Input value, Rank and Percentile tool, 101 Insert Calculated Field dialog box, 136–137 Insert Cells option, 20 Insert Charts dialog box, 149 Insert Column option, 20 Insert Function dialog box, 3, 42–43, 60, 274 Insert Function (fx) button, 30 Insert Hyperlink dialog box, 168–169 Insert Object dialog box, 166–167 Insert options, Cells group, 125 Insert Row option, 20 Insert Sheet option, inserting cells, 20–21 installation, add-in software, 94–95 installed templates, 218 INT function, 45 Interest Payment (IPMT) function, 67–69 interest rates calculating loan payments, 66–67 calculating with RATE function, 70–71 and cumulative interest or principal, 69 and future value calculations, 62–63 internal rate of return, 72–73 and present value calculations, 64–65 internal hyperlinks, 169 internal rate of return (IRR function), 72–73, 182–183 Internet Explorer, 237 intersection operator, 27 intervals, 89, 96–97 inverse relationships, 92 IPMT (Interest Payment) function, 67–69 IRR function (internal rate of return), 72–73, 182–183 K keyboard shortcuts, 244–245, 250–255 keys, 26, 176 KeyTips, 250 19_132296 bindex.qxp 5/24/07 1:48 PM Page 283 Kth Largest or Kth Smallest options, Descriptive Statistics tool, 102–103 kurtosis, 103 L labels column and row, 14–15, 197 controls, 229 field, 116–117, 139 LARGE function, 46–47 Largest(N)/Smallest(N) values, Descriptive Statistics tool, 103 layouts chart, 142, 147 PivotTable, 132–133 left-aligned numbers, 194 Legend Entries (Series) box, Select Data Source dialog box, 152–153 legends, chart, 153, 162–163 life, useful, of assets See depreciation line charts, 148 linear series, 151 linear trendlines, 150 links, paste, 164–167 list box controls, 229–231 lists Advanced Filter criteria, 116–119 complex filters, 114–115 complex sorts, 110–111 database functions, 122–123 filtering duplicate records, 106–107 forms, 104–105 of named ranges, 35 overview, 2, 104 and PivotTables, 128–129 simple sorts and filters, 108–109 sorting by cell color, font color, or icon, 112–113 subtotaling feature, 120–121 tables, 124–127 loan payments, 66–69 location, chart, 144–145 locations, value, (MATCH function), 56–57 locked worksheets, 216–217 logarithmic trendlines, 150 logical functions, 263, 274 logical values, 26, 53, 85 lookup and reference functions, 54–55, 264, 274 M macros adding to form controls, 232–233 assigning to Quick Access toolbar, 246–247 deleting, 248–249 digital signatures, 237, 240–241 keyboard shortcuts, 244–245 overview, 234–235 recording, 238–239 running, 242–243 security, 236 margins, 223–224 Match Case field, Find and Replace options, 23 Match Entire Cell Contents field, Find and Replace options, 23 MATCH function (locations, value,), 56–57 math functions, 265–267, 274 MAX function, 46 mean, 85, 90–91, 99, 103 Mean Standard Square Error (MS), 98 median Descriptive Statistics tool, 103 MEDIAN function, 84–85 Merge and Center button, 12 Merge Scenarios window, 183 Microsoft add-ins, 95 Microsoft Office, 164–167 Microsoft Office Security Options dialog box, 241, 243 Microsoft Query, 178–180 Microsoft Save As PDF or XPS add-in, 221 Microsoft Word embedded worksheets, 166–167 paste linking into, 164–165 Middle Align button, 13 MIN function, 46 minimum/maximum values, Descriptive Statistics tool, 103 MINUTE function, 59 missing data, 159 mixed cell references, 239 MOD function, 58 mode Descriptive Statistics tool, 103 MODE function, 84–85 Modify Button dialog box, 247 Modify Table Quick Style dialog box, 127 mouse, using to move or copy cells, 17 283 19_132296 bindex.qxp 5/24/07 1:48 PM Page 284 INDEX Move Chart dialog box, 144, 161 Move PivotTable dialog box, 141 Moving Average tool, Data Analysis Toolpak, 96–97 MS (Mean Standard Square Error), 98 multiple criteria, Advanced Filter, 117–119 multiple windows, 190–191 N Name Box option, Name Manager, 32–33 names cell, 32–33, 183 comment box, 213 constant, 34–37 formula, 37 function, 42 macro, 232, 243 range, 32–33, 36–37 navigation keyboard shortcuts, 255 negative numbers, 62, 65, 70 Net Present Value (NPV) function, 73 NETWORKDAYS function, 60–61 New Formatting Rule dialog box, 200–201 New Name dialog box, 33–34, 37 New Web Query dialog box, 170–171 noncontiguous cells, selecting, 14–15 noncontiguous worksheet areas, printing, 226–227 NPV (Net Present Value) function, 73 Number format, 6, Number Format button, Value Field Settings dialog box, 134 Number group, Home tab, 6, 61 numbers changing text to, 194 determining top, in series, 46–47 formatting, 6–9 overview, 4–5 rounding, 44–45 numeric data, grouping, 138 numeric filters, 115 O Observations value, F-test analysis tool, 99 Office, Microsoft, 164–167 Office button, 3, 5, 9, 11 Office Clipboard, 18–19 284 operators comparison, 48, 82, 117, 178 and formulas, 272–273 for type of calculation, 26–27 Options button Clipboard task pane, 19 Find and Replace dialog box, 22–24 Sort dialog box, 113 orientation, worksheet print-out, 222 Orientation button, 12–13 outflows, cash, 62, 65, 70, 72–73 outlining, 120 P Page Layout view, 222–225 Page Setup dialog box, 213, 222–223, 225–227 paper size, worksheet print-out, 222 parentheses, 27 Pareto (sorted histogram) option, Histogram dialog box, 156 passwords, worksheet, 216–217 Paste All button, Office Clipboard, 18 Paste command, 164–165 paste links, 164–167 Paste Name dialog box, 35 Paste Options icon menu, 18–19 Paste Special changing text into numbers, 194 data entry rules, 210 overview, 202–205 pasting links into Word, 164–165 transposing rows into columns, 195 validation lists, 209 pasting Access data into Excel, 177 cells, 16–17 data to charts, 153 formulas, 31 from Office Clipboard, 18 Payment (PMT) function, 66–67 payments, 62, 64–67, 72–73 PDF (Portable Document Format), 221 Percent Style button, Percentage option, Format Cells dialog box, percentages, 8, 100–101, 135, 148, 154, 224 percentiles, 100–101 PERCENTRANK function, 87 19_132296 bindex.qxp 5/24/07 1:48 PM Page 285 periodic rate, 66 Personal Certificate store, 237 Personal Macro Workbook, 238, 242, 246, 248–249 PERSONAL.XLSB files, 249 perspective, chart, 144–145 photographs, inserting into worksheets, 206–207 pictures assigning macros to, 245 chart fill, 145–146 worksheet, 165–166 pie charts, 148 PivotCharts, 155, 160–161, 176, 180 PivotTables calculated fields, 136–137 computing subtotals and grand totals, 134–135 creating, 128–131 hiding rows or columns in, 138 and imported Access databases, 176 modifying data and layout, 132–133 overview, 2, 126, 128 and PivotCharts, 160–161 and Query Wizard, 180 retrieving values from, 140–141 sorting, 139 Plot Area, chart Background group, 145 PMT (Payment) function, 66–67 Point value, Rank and Percentile tool, 101 polynomial trendlines, 150 Portable Document Format (PDF), 221 positive numbers, 62, 65, 70 POWER function, 53 power trendlines, 150 PowerPoint embedded worksheets, 166–167 pasting links into, 164–165 PPMT (Principal Payment) function, 67–69 precedence conditional formatting rule, 201 operator, 27 precedents, 40–41 preformatted cells, present value net, 73 PV function, 64–65, 73 principal, 66–69 Principal Payment (PPMT) function, 67–69 print areas, 226–227 printing comments, 213 multiple worksheet areas, 226–227 workbooks, 222–223 probability (P(F