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Spis treści

Head First Excel. A learner's guide to spreadsheets eBook -- spis treści

• Head First Excel
• A Note Regarding Supplemental Files
• 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?
    • Who should probably back away from this book?
  • We know what youre thinking
  • We know what your brain is thinking
  • Metacognition: thinking about thinking
  • Heres what WE did
  • Heres what YOU can do to bend your brain into submission
  • Read Me
  • The technical review team
  • Acknowledgments
  • Safari Books Online
• 1. Introduction to Formulas: Excels real power
  • Can you live it up on the last night of your vacation?
  • Heres what you budgeted and what you spent
  • Excel is great for keeping records...
  • Formulas work with your data
  • Looks like Bob forgot a receipt...
  • Your friends sent you all the receipts
  • References keep your formulas working even if your data changes
  • Check your formulas carefully
  • Refer to a bunch of cells using a range
  • Use SUM to add the elements in a range
  • Bob and Sasha wonder whether weve been taking the right approach...
  • Your friends agree: split the checks individually
  • When you copy and paste a formula, the references shift
  • Excel formulas let you drill deep into your data
  • Everyone has plenty of cash left for a food-filled night in New York City!
• 2. Visual Design: Spreadsheets as art
  • CRMFreak needs to present their financials to analysts
  • The dollar sign is part of your cells formatting
  • How to format your data
  • The boss approves!
  • Design principle: keep it simple
  • Clash of the design titans...
  • Use fonts to draw the eye to what is most important
  • Cell styles keep formatting consistent for elements that repeat
  • With your cell styles selected, use Themes to change your look
  • He likes it, but theres something else...
  • Use proximity and alignment to group like things together
  • Your spreadsheet is a hit!
• 3. References: Point in the right direction
  • Your computer business is in disarray
  • Your production manager has a spreadsheet with costs
  • MIN returns the lowest number in a series
  • Let Excel fill in ranges by starting your formula and using your mouse
  • Excel got the right answer using a more sophisticated reference
  • Things just got even better...
  • Use absolute references to prevent shifting on copy/paste
  • Your profit margin is now even higher...
  • Absolute references give you a lot of options
  • Named ranges simplify your formulas
  • With all this data, youd have to write a ton of formulas
  • Excels Tables make your references quick and easy
  • Structured references are a different dimension of absolute reference
  • Your profitability forecasts proved accurate
• 4. Change your Point of View: Sort, zoom, and filter
  • Political consultants need help decoding their fundraising database
  • Find the names of the big contributors
  • Sort changes the order of rows in your data
  • Sorting shows you different perspectives on a large data set
  • See a lot more of your data with Zoom
  • Your client is impressed!
  • Filters hide data you dont want to see
  • Use Filter drop boxes to tell Excel how to filter your data
  • An unexpected note from the Main Campaign...
  • The Main Campaign is delighted with your work
  • Donations are pouring in!
• 5. Data Types: Make Excel value your values
  • Your doctor friend is on a deadline and has broken data
  • Somehow your average formula divided by zero
  • Data in Excel can be text or numbers
  • The doctor has had this problem before
  • You need a function that tells Excel to treat your text as a value
  • A grad student also ran some stats...and theres a problem
  • Errors are a special data type
  • Now youre a published scientist
• 6. Dates and Times: Stay on time
  • Do you have time to amp up your training for the Massachusetts Marathon?
  • VALUE() returns a number on dates stored as text
  • Excel sees dates as integers
  • Subtracting one date from another tells you the number of days between the two dates
  • When subtracting dates, watch your formatting
  • Looks like you dont have time to complete training before a 10K
  • Coach has a better idea
  • DATEDIF() will calculate time between dates using a variety of measures
  • Coach is happy to have you in her class
  • Excel represents time as decimal numbers from 0 to 1
  • Coach has an Excel challenge for you
  • You qualified for the Massachusetts Marathon
• 7. Finding Functions: Mine Excels features on your own
  • Should you rent additional parking?
  • You need a plan to find more functions
  • Excels help screens are loaded with tips and tricks
  • Heres the convention centers ticket database for the next month
  • Anatomy of a function reference
  • The Dataville Convention Center COO checks in...
  • Functions are organized by data type and discipline
  • Your spreadsheet shows ticket counts summarized for each date
  • Box tickets for you!
• 8. Formula Auditing: Visualize your formulas
  • Should you buy a house or rent?
  • Use Net Present Value to discount future costs to todays values
  • The broker has a spreadsheet for you
  • Models in Excel can get complicated
    • Rent model
    • Mortgage model
  • Formula auditing shows you the location of your formulas arguments
  • Excels loan functions all use the same basic elements
  • The PMT formula in the brokers spreadsheet calculates your monthly payment
  • Formulas must be correct, and assumptions must be reasonable
  • The broker weighs in...
  • Your house was a good investment!
• 9. Charts: Graph your data
  • Head First Investments needs charts for its investment report
  • Create charts using the Insert tab
  • Use the Design and Layout tabs to rework your chart
  • Your pie chart isnt going over well with the corporate graphic artist
  • Youre starting to get tight on time...
  • Your report was a big success...
• 10. What if Analysis: Alternate realities
  • Should your friend Betty advertise?
  • Betty has projections of best and worst cases for different ad configurations
  • You need to evaluate all her scenarios
  • Scenarios helps you keep track of different inputs to the same model
  • Scenarios saves different configurations of the elements that change
  • Betty wants to know her breakeven
  • Goal Seek optimizes a value by trying a bunch of different candidate values
  • Betty needs you to add complexity to the model
    • She needs you to do two things Goal Seek cannot do
  • Solver can handle much more complex optimization problems
  • Do a sanity check on your Solver model
  • Solver calculated your projections
  • Bettys best-case scenario came to pass...
• 11. Text Functions: Letters as data
  • Your database of analytic customers just crashed!
  • Heres the data
  • Text to Columns uses a delimiter to split up your data
  • Text to Columns doesnt work in all cases
  • Excel has a suite of functions for dealing with text
  • LEFT and RIGHT are basic text extraction functions
  • You need to vary the values that go into the second argument
  • Business is starting to suffer for lack of customer data
  • This spreadsheet is starting to get large!
  • FIND returns a number specifying the position of text
  • Text to Columns sees your formulas, not their results
  • Paste Special lets you paste with options
  • Looks like times running out...
  • Your data crisis is solved!
• 12. Pivot Tables: Hardcore grouping
  • Head First Automotive Weekly needs an analysis for their annual car review issue
  • Youve been asked to do a lot of repetitive operations
  • Pivot tables are an incredibly powerful tool for summarizing data
  • Pivot table construction is all about previsualizing where your fields should go
  • The pivot table summarized your data way faster than formulas would have
  • Your editor is impressed!
  • Youre ready to finish the magazines data tables
  • Your pivot tables are a big hit!
• 13. Booleans: TRUE and FALSE
  • Are fishermen behaving on Lake Dataville?
  • You have data on catch amounts for each boat
  • Boolean expressions return a result of TRUE or FALSE
  • IF gives results based on a Boolean condition
  • Your IF formulas need to accommodate the complete naming scheme
  • Summarize how many boats fall into each category
  • COUNTIFS is like COUNTIF, only way more powerful
  • When working with complex conditions, break your formula apart into columns
  • Justice for fishies!
• 14. Segmentation: Slice and dice
  • You are with a watchdog that needs to tally budget money
  • Heres the graph they want
  • Heres the federal spending data, broken out by county
  • Sometimes the data you get isnt enough
  • Your problems with region are bigger
  • Heres a lookup key
  • VLOOKUP will cross-reference the two data sources
  • Create segments to feed the right data into your analysis
  • Geopolitical Grunts would like a little more nuance
  • Youve enabled Geopolitical Grunts to follow the money trail...
  • Leaving town...
  • Its been great having you here in Dataville!
• A. Leftovers: The Top Ten Things (we didnt 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
• B. Install Excels Solver: The Solver
  • Install Solver in Excel
• Index
• About the Author
• Copyright