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Das E-Book können Sie in Legimi-Apps oder einer beliebigen App lesen, die das folgende Format unterstützen:
Veröffentlichungsjahr: 2023
Excel
A Step-by-Step Guide with Practical Examples to Master Excel's Basics, Functions, Formulas, Tables, and Charts
Jack A. Finke
Copyright © 2023 Jack A. Finke
All rights reserved. No part of this publication may be reproduced, distributed, or transmitted in any form or by any means, including photocopying, recording, or other electronic or mechanical methods, without the prior written permission of the publisher, except in the case of brief quotations embodied in critical reviews and certain other noncommercial uses permitted by copyright law.
Limit of Liability/Disclaimer of Warranty: While the publisher and author have used their best efforts in preparing this book, they make no representations or warranties with respect to the accuracy or completeness of the contents of this book and specifically disclaim any implied warranties of merchantability or fitness for a particular purpose. No warranty may be created or extended by sales representatives or written sales materials. The advice and strategies contained herein may not be suitable for your situation. You should consult with a professional where appropriate. Neither the publisher nor author shall be liable for any loss of profit or any other commercial damages, including but not limited to special, incidental, consequential, or other damages.
Contents
Introduction
Chapter 1: Getting Started with Microsoft Excel
1.1 Defining Microsoft Excel
1.2 A Brief History of MS Excel
1.3 Launching Excel for the First Time
1.4 What are a Cell and a Cell Address?
1.5 What Can Microsoft Excel Do?
1.6 Common Use Case for Microsoft Excel
1.7 Advantages of Working with MS Excel
Chapter 2: Setting up MS Excel on Your Device
2.1 Downloading Excel on Desktop and Mobile Devices
2.1.1 How to Use Office 365 on Your Desktop
2.1.2 Exploring the Desktop Free Trial Option
2.1.3 Using Excel on Your Android Device
2.1.4 Using Excel on Your iPad or iPhone Devices
2.2 Is it Necessary to Spend Money on Microsoft 365?
2.3 Understanding Extensions in Microsoft Excel
2.3.1 How to Locate Your Excel File Extensions
2.3.2 Different Versions of Excel and Their Corresponding File Extensions
2.3.3 Extensions: Considerations to Keep in Mind
Chapter 3: The Excel User Interface
3.1 Top-Side Components
3.1.1 Title Bar
3.1.2 Quick Access Toolbar
3.2 Ribbon Components
3.2.1 Ribbon Tabs
3.2.2 Ribbon
3.3 Icons
3.4 Office Button and File Ribbon
3.5 Components Underneath the Ribbon
3.5.1 Name Box
3.5.2 Active Cell
3.5.3 Formula Bar
3.6 Scroll Bars
3.6.1 Horizontal or Vertical Split Controls
3.7 Bottom-Side Components
3.7.1 Worksheet Tabs
3.7.2 Status Bar
Chapter 4: Formulas
4.1 A Comprehensive Look at Excel Formulas
4.1.1 Defining an Excel Formula
4.1.2 Defining an Excel Function
4.2 How to Create Formulas That Use Data from Other Cells
4.3 Entering a Formula that Includes a Pre-Set Function
4.4 Viewing a Formula
4.5 Simple Mathematical Functions and Formulas in Excel
4.5.1 Addition, Subtraction, Multiplication, and Division
4.5.2 Using the SUM function to Add Numbers
4.5.3 Using the AVERAGE Function to Calculate the Average
4.6 The IF Function
4.7 The CONCAT Function
4.8 The SUMIF and COUNTIF Functions
Chapter 5: The Building Blocks of Microsoft Excel
5.1 Customizing the Quick Access Toolbar
5.1.1 What is the Quick Access Toolbar?
5.1.2 How to Personalize Excel's Quick Access Toolbar
5.1.3 Adding a Command Button to the QAT
5.1.3.1 Adding a Ribbon Button to QAT
5.1.3.2 Using the Predefined List to Enable a Command
5.1.3.3 Insert a Command in the QAT that Doesn't Appear on the Ribbon
5.1.4 Organize Commands in the QAT
5.1.5 Removing a Command from the QAT
5.1.6 Inserting Macros into the QAT
5.1.7 Grouping Commands on Your QAT
5.2 Data Filtering
5.2.1 How to Apply Data Filters
5.2.2 Applying Multiple Filters
5.2.3 Clearing Applied Filters
5.2.4 Clearing All Filters
5.2.5 Advanced Filtering
5.2.5.1 Filtering with Search
5.2.5.2 Advanced Number Filters
5.2.5.3 Advanced Text Filters
5.2.5.4 Advanced Date Filters
5.3 Adding Dynamic Headers and Footers
5.3.1 Adding File Names, Page Numbers, Dates, and Other Dynamic Components
5.3.2 Using Special Characters, Images, and Text to Personalize Headers and Footers
5.4 Defining or Clearing a Print Area on Your Worksheet
5.4.1 Creating One or Multiple Print Areas
5.4.2 Adding Cells to an Already-Existing Print Area
5.4.3 Removing a Print Area
5.5 Hiding Detailed Data by Grouping or Ungrouping Columns
5.5.1 Grouping Columns
5.5.2 Hiding/Unhiding Columns
5.5.3 Clear Grouping
5.5.3.1 Ungrouping Specific Columns
5.5.3.2 Ungrouping All Columns
5.6 Financial Models: Tracing Dependents and Precedents
5.6.1 Excel Trace Dependents
5.6.2 Excel Trace Precedents
5.7 Application of Data Validation in Cells
Chapter 6: A Quick Excel Journey with Shortcuts
6.1 Keyboard Shortcuts
Chapter 7: Advanced Uses of Excel
7.1 Working with Advanced Formulas and Functions
7.2 The INDEX Formula
7.3 The VLOOKUP Formula
7.4 The IF AND Formula
7.5 The MATCH Formula
7.6 The SUMIF Formula
7.7 The IF OR Formula
7.8 The LEFT, MID, and RIGHT Formulas
7.9 The CONCATENATE Formula
7.10 The TRIM Formula
7.11 The Offset Formula
7.12 Key Points to Remember
Chapter 8: MS Excel Tables
8.1 What is an Excel Table?
8.2 Creating Your Own Table in MS Excel
8.3 Quick Tips and Recommendations
8.4 Choosing a Selected Style for Your Table
8.5 Giving Your Table a Name
8.6 Filtering and Sorting
8.6.1 Sorting Your Excel Table
8.6.2 Filtering Your Excel Table
8.7 Table Styles
8.7.1 Changing the Style of Your Excel Table
8.7.2 Setting the New Style as Default
8.7.3 Clearing Current Formatting While Applying Table Style
8.7.4 How to Get Rid of a Table's Formatting
8.8 Removing an Excel Table
Chapter 9: MS Excel Charts
9.1 Working with Charts
9.1.1 Surface Charts
9.1.2 Area Charts
9.1.3 Bar Charts
9.1.4 Pie Charts
9.1.5 Line Charts
9.1.6 Column Charts
9.2 Inserting a Chart
9.3 Changing Your Chart and Layout Style
9.3.1 Modifying the Appearance of Your Chart
9.3.2 Adding Chart Elements, such as Data Labels, Legends, and Chart Titles
9.3.3 Using Predefined Layouts Instead of Individual Chart Elements
9.3.4 Editing a Chart Element
9.3.5 Chart Formatting Buttons
9.4 Bringing More Customization to Your Charts
9.4.1 Switching to a Different Type of Chart
9.4.2 Switching Column and Row Data
9.4.3 Moving a Chart to a Different Worksheet
9.5 Keeping Your Charts Updated
Chapter 10
10.1 Defining Data Analysis
10.2 What is Data Analytics and Visualization?
10.3 What is Data Visualization?
10.4 Defining Data Mapping
10.5 A Quick Introduction to Data Analysis Using Excel
10.6 Important Functions for Excel Data Analysis
10.6.1 Len()
10.6.2 Concatenate
10.6.3 Networkdays
10.6.4 Days()
10.6.5 Counta()
10.6.6 Sumifs()
10.6.7 Countifs()
10.6.8 Averageifs()
10.6.9 Hlookup()
10.6.10 Vlookup()
Conclusion
Mastering Excel is a valuable skill that can greatly enhance your productivity and effectiveness in today's data-driven world. Whether you're a student, professional, or simply someone looking to improve their organizational abilities, learning Excel is a wise investment of your time. In this section, we will explore the fundamental concepts of Excel and provide beginners with a solid foundation to build upon.
Excel is a powerful spreadsheet program developed by Microsoft. It allows users to manipulate, analyze, and visualize data in a structured format. From creating simple tables to performing complex calculations, Excel offers a wide range of features that can help you streamline your work and make informed decisions. With its intuitive design and user-friendly interface design, Excel is accessible to users of all skill levels.
One of the key features of Excel is its ability to organize data in a tabular format. You can create tables to store and categorize information, making it easier to manage and retrieve data when needed. Excel also offers a variety of formatting options to customize the appearance of your tables, such as adjusting borders, colors, and font styles. This allows you to present your data in a visually appealing manner, making it easier to interpret and understand.
In addition to organizing data, Excel provides powerful tools for performing analysis and calculations. You can use functions and formulas to automate calculations, saving you time and effort. Whether you need to calculate averages, totals, or perform more complex mathematical operations, Excel has you covered. Its extensive library of built-in functions allows you to perform a wide range of operations without the need for complex mathematical equations.
Graphs and charts are another powerful feature of Excel. They allow you to visualize your data in a meaningful way, enabling you to identify patterns, trends, and relationships. With just a few clicks, you can create professional-looking graphs and charts that highlight the key insights from your data. Whether you need to create a pie chart, line graph, or bar chart, Excel provides a wide range of options to choose from.
Collaboration is made easy with Excel's sharing and collaboration features. You can share your Excel files with others, allowing them to comment on, edit, and view your work. This makes it easier to work on group projects, share data with clients, or collaborate with colleagues. Excel also offers version control, so you can track changes and restore previous versions if needed.
Lastly, Excel is a versatile tool that can be customized to suit your specific needs. With its extensive range of options and features, you can tailor Excel to match your preferences and workflow. From adding custom shortcuts to creating macros, Excel allows you to personalize your experience and work more efficiently.
In a nutshell, learning Excel is a valuable skill that can open up a world of possibilities. Whether you're organizing information, analyzing business data, or managing personal finances, Excel can make your work easier. By understanding the fundamental concepts of Excel and practicing its features, beginners can lay a solid foundation for their Excel journey. So, don't hesitate to dive into the world of Excel and unlock its full potential.
Microsoft Excel is a popular piece of software included in the Microsoft Office suite. It serves as a spreadsheet tool that enables users to store and analyze numerical data.
Here, we present the key functionalities of MS Excel, accompanied by a general guide on its usage, advantages, and other significant components.
Microsoft Excel is a powerful piece of software developed and released by Microsoft that allows users to input data in tabular format. It provides a convenient way to analyze data in a spreadsheet. It is widely used for organizing and analyzing data, creating charts and graphs, and performing financial calculations. Excel is known for its user-friendly interface, which allows users to easily enter data and perform complex calculations using formulas and functions.
In its early days, Excel was not the dominant tool it is now. Its roots can be traced back to the 1980s, when a group of Microsoft developers embarked on a mission to develop software that could effectively handle financial data. They wanted to create a program that would allow users to organize, analyze, and visualize data in a way that was intuitive and user-friendly.
The result of their efforts was the birth of Excel. Released in 1985, it quickly gained popularity among businesses and individuals alike. Its ability to handle complex calculations and create visually appealing charts and graphs made it an indispensable tool for professionals in various industries.
Over the years, Excel continued to evolve and improve. New features were added, making it even more versatile and powerful. The introduction of macros allowed users to automate repetitive tasks, saving them time and effort. The addition of pivot tables made it easier to summarize and analyze large amounts of data.
