Reader small image

You're reading from  Exploring Microsoft Excel’s Hidden Treasures

Product typeBook
Published inSep 2022
PublisherPackt
ISBN-139781803243948
Edition1st Edition
Tools
Right arrow
Author (1)
David Ringstrom
David Ringstrom
author image
David Ringstrom

David Ringstrom exclaimed “Well, this is a stupid program, you can’t do anything with it” the first time that he launched Lotus 1-2-3 in 1987, unaware that pressing the slash key displayed the menu. That moment sealed his fate as he is now a nationally recognized spreadsheet expert. In 1991, David started a spreadsheet consulting practice that he still runs today. David has taught over 2,000 webinars and published hundreds of articles, all on Excel, and he imparts spreadsheet skills to thousands of college students each year. He is the author or coauthor of five books and the technical editor of over 40 books. He is a certified public accountant and a graduate of Georgia State University and has served in the United States Navy.
Read more about David Ringstrom

Right arrow

Preface

I coined the phrase Either you work Excel, or it works you! over a decade ago to describe how the average user gets pushed around when building and using spreadsheets. Even advanced Excel users can fall prey to what I call the death by a thousand cuts experience, where tasks are accomplished slightly inefficiently or in a repetitive fashion. The cumulative effect of both is that you accomplish less, maybe think Excel is too hard, or perhaps tell yourself you’re not smart enough to use spreadsheets. I’ve heard it all over the years, and so I have included numerous automation and productivity tips in this book to dispel all of those myths and issues.

I quickly exceeded the budgeted page count on every chapter. I am truly grateful to Packt for graciously allowing me to cover each topic in the depth that I felt was warranted. There’s always more that I could have written, but I aimed for a balance of being informative without being overwhelming.

You’ll see a couple mentions of programming code in this book, but almost all of the automation that I discuss involves code-free solutions. I want to empower you to create resilient spreadsheets that have better data integrity and require much less of your time.

Who this book is for

In this book David Ringstrom, CPA has distilled knowledge and questions asked from thousands of webinars and decades of spreadsheet consulting engagements into a concise guide aimed squarely at intermediate, advanced, and even Excel power users -- and those who aspire to such levels. David teaches and consults with accountants, business managers, CFOs, analysts, business owners, insurance specialists, human resource managers, grant managers, budget officers, controllers, the list goes on. If you spend a significant amount of time working in Excel, this book is assured to help boost your productivity. David coined the phrase “Either you work Excel, or it works you!” and has devoted his career to help anyone that uses Excel work smarter, faster, and agilely. The more time that you spend in Excel, the more time this book will save you. Don't let your data bog you down, this curated collection of code-free automation techniques, keyboard shortcuts, and overlooked features will empower you to become the Excel user you've always dreamed of becoming.

What this book covers

Chapter 1, Implementing Accessibility, will focus on accessibility from two perspectives. First, I’ll discuss features in Excel that make it easier to unearth features and worksheet functions, so that you can utilize more of the program, no matter what your abilities are. Second, I’ll discuss accessibility from the perspective of accommodating users that have disabilities, while showing that making spreadsheets more accessible to those that require assistive technologies actually makes spreadsheets easier for all users.

Chapter 2, Disaster Recovery and File-Related Prompts, focuses on bolstering your defenses against spreadsheet crashes and missteps. You’ll see how to build in layers of backups. You’ll understand various warning prompts that can appear when you open an Excel workbook, and choose which prompts you wish to suppress to minimize distractions.

Chapter 3, Quick Analysis Toolbar Treasures, discusses how to create shortcuts for virtually any Excel command. You’ll also see how to unearth legacy features you may have thought were no longer available. You’ll also be able to create custom toolbars that travel with specific workbooks, so that others can benefit as well.

Chapter 4, Conditional Formatting, gives you a deep dive on Excel’s Conditional Formatting feature, which enables you to apply color and graphics to your data based upon conditions that you specify. You’ll get the lowdown on all of the built-in rules, and also see how to create custom rules to suit your needs.

Chapter 5, Data Validation and Form Controls, empowers you to add ease-of-use and internal control features to your workbooks. Data Validation enables you to assign data entry rules to specific cells in your workbooks, as well as on-screen documentation. Data Validation is easy to implement, but enterprising users can easily circumvent the functionality if desired. Conversely, Form Controls enable you create data entry features that cannot be easily defeated.

Chapter 6, What-If Analysis, is one of several chapters focusing on automation. What-If Analysis features are problem solving tools that allow you to calculate a missing input, swap different sets of inputs into a spreadsheet, forecast date-based amounts into the future, and swap different sets of inputs simultaneously through a single formula.

Chapter 7, Automating Tasks with the Table Feature, focuses on one of the best features in Excel for eliminating repetitive tasks and improving data integrity. The Table feature streamlines filtering tasks, automates formula management, and makes Excel features and formulas self-updating when new data is added to a Table.

Chapter 8, Custom Views, brings more automation opportunities into the foreground. The Custom Views feature empowers you to create multipurpose worksheets by hiding and unhiding columns and rows in one fell swoop, applying filter settings, managing print settings, as well as hiding/unhiding worksheets.

Chapter 9, Excel Quirks and Nuances, focuses on certain rough edges in Excel, such as clarifying the difference between Enter mode and Edit mode so that you can avoid frustration when working in certain fields in Excel’s dialog boxes. Navigation nuances, compatibility issues, circular references, and a suite of auditing tools that are only available to certain Excel users are discussed as well.

Chapter 10, Lookup and Dynamic Array Functions, is all about worksheet functions, and mostly focusses on new additions in Microsoft 365 and Excel 2021. Lookup functions can transform how you write spreadsheets, and also vastly improve data integrity. Dynamic array functions are a new class of worksheet function that can automate manual tasks such as sorting, filtering, and removing duplicates. Unlike traditional functions that can only return results to a single cell, dynamic array functions are able to spill results into as many cells as needed. You’ll even see how traditional worksheet functions can take on dynamic array characteristics.

Chapter 11, Names, LET, and LAMBDA, begins with covering the concept of naming cells and ranges in worksheets as groundwork for the LET and LAMBDA functions. The LET function in Microsoft 365 and Excel 2021 allows you to assign names within a formula to inputs and calculations that you can reference elsewhere in the formula, so as to eliminate repetitive portions of calculations. The LAMBDA function in Microsoft 365 allows you to create custom worksheet functions that you can then transfer to other workbooks.

Chapter 12, Power Query, covers the code-free automation opportunities available to transform reports and data from Excel workbooks, database, PDF files, and other sources into self-updating data sets.

To get the most out of this book

You will be able to carry out just about every task in this book in Microsoft 365 for Windows. I do mention a couple of features that are in beta testing that may not be available on your computer just yet, but that should appear in the coming months. Throughout the book I note which features or techniques are not available in Excel for macOS, Excel for the Web, and Excel Mobile. It’s rare, but you will run across a couple of things that you can only do in Excel for macOS but not in Excel for Windows. Much of the book is relevant to users as far back as Excel 2013, but certain features and functions will require Microsoft 365. Some Ribbon tabs may have different names or slightly different configurations in older versions of Excel.

If you run across a feature or function that is missing from your version of Microsoft 365, choose File | Account | Check for Updates and install any updates that are available. The About section of this window will show if you are in the Current or Monthly Enterprise channels, which means new features and updates get pushed to your computer as often as monthly, or if you’re in the Semi-Annual Enterprise channel which means new updates and features will appear in January and July of each year.

Download the example workbooks

Every example that you see in this book is included in the example workbooks that you can download from GitHub at: https://github.com/PacktPublishing/Exploring-Microsoft-Excels-Hidden-Treasures. Any updates to the example workbooks will be uploaded to the GitHub repository. We also have code bundles from our rich catalog of books and videos available at: https://github.com/PacktPublishing/. Check them out!

Download the color images

We also provide a PDF file that has color images of the screenshots and diagrams used in this book. You can download it here: https://packt.link/k7VcU.

Conventions used

There are a number of text conventions used throughout this book.

Code in text: Indicates code words in text, database table names, folder names, filenames, file extensions, pathnames, dummy URLs, user input, and Twitter handles. Here is an example: “Enter =COLUMN() in any worksheet cell to return the column position within a worksheet, or in this case =COLUMN(DS1) to return the position without physically scrolling to that column.”

A block of code is set as follows:

html, body, #map {
 height: 100%; 
 margin: 0;
 padding: 0
}

When we wish to draw your attention to a particular part of a code block, the relevant lines or items are set in bold:

[default]
exten => s,1,Dial(Zap/1|30)
exten => s,2,Voicemail(u100)
exten => s,102,Voicemail(b100)
exten => i,1,Voicemail(s0)

Bold: Indicates a new term, an important word, or words that you see onscreen. For instance, words in menus or dialog boxes appear in bold. Here is an example: “Find in Document is an alternative to the Find command located on the Find & Replace menu on the Home tab of Excel’s ribbon.”

Tips, Nuances, and Quirks Appear like this.

Get in touch

Feedback from our readers is always welcome.

General feedback: If you have questions about any aspect of this book, email us at customercare@packtpub.com and mention the book title in the subject of your message.

Errata: Although we have taken every care to ensure the accuracy of our content, mistakes do happen. If you have found a mistake in this book, we would be grateful if you would report this to us. Please visit www.packtpub.com/support/errata and fill in the form.

Piracy: If you come across any illegal copies of our works in any form on the internet, we would be grateful if you would provide us with the location address or website name. Please contact us at copyright@packt.com with a link to the material.

If you are interested in becoming an author: If there is a topic that you have expertise in and you are interested in either writing or contributing to a book, please visit authors.packtpub.com.

Share Your Thoughts

Once you’ve read Exploring Microsoft Excel’s Hidden Treasures, we’d love to hear your thoughts! Please click here to go straight to the Amazon review page for this book and share your feedback.

Your review is important to us and the tech community and will help us make sure we’re delivering excellent quality content.

lock icon
The rest of the chapter is locked
You have been reading a chapter from
Exploring Microsoft Excel’s Hidden Treasures
Published in: Sep 2022Publisher: PacktISBN-13: 9781803243948
Register for a free Packt account to unlock a world of extra content!
A free Packt account unlocks extra newsletters, articles, discounted offers, and much more. Start advancing your knowledge today.
undefined
Unlock this book and the full library FREE for 7 days
Get unlimited access to 7000+ expert-authored eBooks and videos courses covering every tech area you can think of
Renews at €14.99/month. Cancel anytime

Author (1)

author image
David Ringstrom

David Ringstrom exclaimed “Well, this is a stupid program, you can’t do anything with it” the first time that he launched Lotus 1-2-3 in 1987, unaware that pressing the slash key displayed the menu. That moment sealed his fate as he is now a nationally recognized spreadsheet expert. In 1991, David started a spreadsheet consulting practice that he still runs today. David has taught over 2,000 webinars and published hundreds of articles, all on Excel, and he imparts spreadsheet skills to thousands of college students each year. He is the author or coauthor of five books and the technical editor of over 40 books. He is a certified public accountant and a graduate of Georgia State University and has served in the United States Navy.
Read more about David Ringstrom