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Head First Excel: A learner's guide to spreadsheets [Paperback]

Michael Milton

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Table of Contents

Advance Praise for Head First Excel; Praise for other Head First books; Author of Head First Excel; How to Use This Book: Intro; Who is this book for?; We know what you’re thinking; We know what your brain is thinking; Metacognition: thinking about thinking; Here’s what WE did; Here’s what YOU can do to bend your brain into submission; Read Me; The technical review team; Acknowledgments; Safari® Books Online; Chapter 1: Introduction to Formulas: Excel’s real power; 1.1 Can you live it up on the last night of your vacation?; 1.2 Here’s what you budgeted and what you spent; 1.3 Excel is great for keeping records...; 1.4 Formulas work with your data; 1.5 Looks like Bob forgot a receipt...; 1.6 Your friends sent you all the receipts; 1.7 References keep your formulas working even if your data changes; 1.8 Check your formulas carefully; 1.9 Refer to a bunch of cells using a range; 1.10 Use SUM to add the elements in a range; 1.11 Bob and Sasha wonder whether we’ve been taking the right approach...; 1.12 Your friends agree: split the checks individually; 1.13 When you copy and paste a formula, the references shift; 1.14 Excel formulas let you drill deep into your data; 1.15 Everyone has plenty of cash left for a food-filled night in New York City!; Chapter 2: Visual Design: Spreadsheets as art; 2.1 CRMFreak needs to present their financials to analysts; 2.2 The dollar sign is part of your cell’s formatting; 2.3 How to format your data; 2.4 The boss approves!; 2.5 Design principle: keep it simple; 2.6 Clash of the design titans...; 2.7 Use fonts to draw the eye to what is most important; 2.8 Cell styles keep formatting consistent for elements that repeat; 2.9 With your cell styles selected, use Themes to change your look; 2.10 He likes it, but there’s something else...; 2.11 Use proximity and alignment to group like things together; 2.12 Your spreadsheet is a hit!; Chapter 3: References: Point in the right direction; 3.1 Your computer business is in disarray; 3.2 Your production manager has a spreadsheet with costs; 3.3 MIN returns the lowest number in a series; 3.4 Let Excel fill in ranges by starting your formula and using your mouse; 3.5 Excel got the right answer using a more sophisticated reference; 3.6 Things just got even better...; 3.7 Use absolute references to prevent shifting on copy/paste; 3.8 Your profit margin is now even higher...; 3.9 Absolute references give you a lot of options; 3.10 Named ranges simplify your formulas; 3.11 With all this data, you’d have to write a ton of formulas; 3.12 Excel’s Tables make your references quick and easy; 3.13 Structured references are a different dimension of absolute reference; 3.14 Your profitability forecasts proved accurate; Chapter 4: Change your Point of View: Sort, zoom, and filter; 4.1 Political consultants need help decoding their fundraising database; 4.2 Find the names of the big contributors; 4.3 Sort changes the order of rows in your data; 4.4 Sorting shows you different perspectives on a large data set; 4.5 See a lot more of your data with Zoom; 4.6 Your client is impressed!; 4.7 Filters hide data you don’t want to see; 4.8 Use Filter drop boxes to tell Excel how to filter your data; 4.9 An unexpected note from the Main Campaign...; 4.10 The Main Campaign is delighted with your work; 4.11 Donations are pouring in!; Chapter 5: Data Types: Make Excel value your values; 5.1 Your doctor friend is on a deadline and has broken data; 5.2 Somehow your average formula divided by zero; 5.3 Data in Excel can be text or numbers; 5.4 The doctor has had this problem before; 5.5 You need a function that tells Excel to treat your text as a value; 5.6 A grad student also ran some stats...and there’s a problem; 5.7 Errors are a special data type; 5.8 Now you’re a published scientist; Chapter 6: Dates and Times: Stay on time; 6.1 Do you have time to amp up your training for the Massachusetts Marathon?; 6.2 VALUE() returns a number on dates stored as text; 6.3 Excel sees dates as integers; 6.4 Subtracting one date from another tells you the number of days between the two dates; 6.5 When subtracting dates, watch your formatting; 6.6 Looks like you don’t have time to complete training before a 10K; 6.7 Coach has a better idea; 6.8 DATEDIF() will calculate time between dates using a variety of measures; 6.9 Coach is happy to have you in her class; 6.10 Excel represents time as decimal numbers from 0 to 1; 6.11 Coach has an Excel challenge for you; 6.12 You qualified for the Massachusetts Marathon; Chapter 7: Finding Functions: Mine Excel’s features on your own; 7.1 Should you rent additional parking?; 7.2 You need a plan to find more functions; 7.3 Excel’s help screens are loaded with tips and tricks; 7.4 Here’s the convention center’s ticket database for the next month; 7.5 Anatomy of a function reference; 7.6 The Dataville Convention Center COO checks in...; 7.7 Functions are organized by data type and discipline; 7.8 Your spreadsheet shows ticket counts summarized for each date; 7.9 Box tickets for you!; Chapter 8: Formula Auditing: Visualize your formulas; 8.1 Should you buy a house or rent?; 8.2 Use Net Present Value to discount future costs to today’s values; 8.3 The broker has a spreadsheet for you; 8.4 Models in Excel can get complicated; 8.5 Formula auditing shows you the location of your formula’s arguments; 8.6 Excel’s loan functions all use the same basic elements; 8.7 The PMT formula in the broker’s spreadsheet calculates your monthly payment; 8.8 Formulas must be correct, and assumptions must be reasonable; 8.9 The broker weighs in...; 8.10 Your house was a good investment!; Chapter 9: Charts: Graph your data; 9.1 Head First Investments needs charts for its investment report; 9.2 Create charts using the Insert tab; 9.3 Use the Design and Layout tabs to rework your chart; 9.4 Your pie chart isn’t going over well with the corporate graphic artist; 9.5 You’re starting to get tight on time...; 9.6 Your report was a big success...; Chapter 10: What if Analysis: Alternate realities; 10.1 Should your friend Betty advertise?; 10.2 Betty has projections of best and worst cases for different ad configurations; 10.3 You need to evaluate all her scenarios; 10.4 Scenarios helps you keep track of different inputs to the same model; 10.5 Scenarios saves different configurations of the elements that change; 10.6 Betty wants to know her breakeven; 10.7 Goal Seek optimizes a value by trying a bunch of different candidate values; 10.8 Betty needs you to add complexity to the model; 10.9 Solver can handle much more complex optimization problems; 10.10 Do a sanity check on your Solver model; 10.11 Solver calculated your projections; 10.12 Betty’s best-case scenario came to pass...; Chapter 11: Text Functions: Letters as data; 11.1 Your database of analytic customers just crashed!; 11.2 Here’s the data; 11.3 Text to Columns uses a delimiter to split up your data; 11.4 Text to Columns doesn’t work in all cases; 11.5 Excel has a suite of functions for dealing with text; 11.6 LEFT and RIGHT are basic text extraction functions; 11.7 You need to vary the values that go into the second argument; 11.8 Business is starting to suffer for lack of customer data; 11.9 This spreadsheet is starting to get large!; 11.10 FIND returns a number specifying the position of text; 11.11 Text to Columns sees your formulas, not their results; 11.12 Paste Special lets you paste with options; 11.13 Looks like time’s running out...; 11.14 Your data crisis is solved!; Chapter 12: Pivot Tables: Hardcore grouping; 12.1 Head First Automotive Weekly needs an analysis for their annual car review issue; 12.2 You’ve been asked to do a lot of repetitive operations; 12.3 Pivot tables are an incredibly powerful tool for summarizing data; 12.4 Pivot table construction is all about previsualizing where your fields should go; 12.5 The pivot table summarized your data way faster than formulas would have; 12.6 Your editor is impressed!; 12.7 You’re ready to finish the magazine’s data tables; 12.8 Your pivot tables are a big hit!; Chapter 13: Booleans: TRUE and FALSE; 13.1 Are fishermen behaving on Lake Dataville?; 13.2 You have data on catch amounts for each boat; 13.3 Boolean expressions return a result of TRUE or FALSE; 13.4 IF gives results based on a Boolean condition; 13.5 Your IF formulas need to accommodate the complete naming scheme; 13.6 Summarize how many boats fall into each category; 13.7 COUNTIFS is like COUNTIF, only way more powerful; 13.8 When working with complex conditions, break your formula apart into columns; 13.9 Justice for fishies!; Chapter 14: Segmentation: Slice and dice; 14.1 You are with a watchdog that needs to tally budget money; 14.2 Here’s the graph they want; 14.3 Here’s the federal spending data, broken out by county; 14.4 Sometimes the data you get isn’t enough; 14.5 Your problems with region are bigger; 14.6 Here’s a lookup key; 14.7 VLOOKUP will cross-reference the two data sources; 14.8 Create segments to feed the right data into your analysis; 14.9 Geopolitical Grunts would like a little more nuance; 14.10 You’ve enabled Geopolitical Grunts to follow the money trail...; 14.11 Leaving town...; 14.12 It’s been great having you here in Dataville!; Leftovers: The Top Ten Things (we didn’t cover); #1: Data analysis; #2: The format painter; #3: The Data Analysis ToolPak; #4: Array formulas; #5: Shapes and SmartArt; #6: Controlling recalculation and performance tuning; #7: Connecting to the Web; #8: Working with external data sources; #9: Collaboration; #10: Visual Basic for Applications; Install Excel’s Solver: The Solver; Install Solver in Excel;

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