Dixon - Excel 2007 Beyond the Manual (Apress, 2007).pdf

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Excel
2007
Helen Dixon
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Excel 2007: Beyond the Manual
Copyright © 2007 by Helen Dixon
All rights reserved. No part of this work may be reproduced or transmitted in any form or by any
means, electronic or mechanical, including photocopying, recording, or by any information storage
or retrieval system, without the prior written permission of the copyright owner and the publisher.
ISBN-13 (pbk): 978-1-59059-798-9
ISBN-10 (pbk): 1-59059-798-2
Printed and bound in the United States of America 9 8 7 6 5 4 3 2 1
Trademarked names may appear in this book. Rather than use a trademark symbol with every
occurrence of a trademarked name, we use the names only in an editorial fashion and to the benefit
of the trademark owner, with no intention of infringement of the trademark.
Lead Editor: Jonathan Hassell
Technical Reviewer: Judith Myerson
Editorial Board: Steve Anglin, Ewan Buckingham, Gary Cornell, Jason Gilmore, Jonathan Gennick,
Jonathan Hassell, James Huddleston, Chris Mills, Matthew Moodie, Jeff Pepper, Paul Sarknas,
Dominic Shakeshaft, Jim Sumser, Matt Wade
Project Manager: Richard Dal Porto
Copy Edit Manager: Nicole Flores
Copy Editor: Liz Welch
Assistant Production Director: Kari Brooks-Copony
Production Editor: Laura Esterman
Compositor: Dina Quan
Proofreaders: Elizabeth Berry and Lori Bring
Indexer: Valerie Perry
Artist: April Milne
Cover Designer: Kurt Krames
Manufacturing Director: Tom Debolski
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6th Floor, New York, NY 10013. Phone 1-800-SPRINGER, fax 201-348-4505, e-mail
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http://www.apress.com .
The information in this book is distributed on an “as is” basis, without warranty. Although every
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any liability to any person or entity with respect to any loss or damage caused or alleged to be caused
directly or indirectly by the information contained in this work.
The source code for this book is available to readers at http://www.apress.com in the Source Code/
Download section.
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In memory of my father, Brian McGarry
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Contents at a Glance
About the Author . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xix
About the Technical Reviewer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxi
Acknowledgments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxiii
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxv
CHAPTER 1 What’s New in Excel 2007? . . . . . . . . . . . . . . . . . . . . . 1
CHAPTER 2 Customizing Excel . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
CHAPTER 3 Excel Essentials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
CHAPTER 4 Styles and Formatting . . . . . . . . . . . . . . . . . . . . . . . . 59
CHAPTER 5 Sorting and Filtering . . . . . . . . . . . . . . . . . . . . . . . . . 89
CHAPTER 6 Analyzing Data Using Subtotals, Consolidations,
and Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105
CHAPTER 7 Creating PivotTables and PivotCharts . . . . . . . . . . . . . 131
CHAPTER 8 Editing PivotTables and PivotCharts . . . . . . . . . . . . . . 153
CHAPTER 9 What-If Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . 171
CHAPTER 10 Formulas and Functions . . . . . . . . . . . . . . . . . . . . . . 187
CHAPTER 11 Charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 231
CHAPTER 12 Adding Graphics to a Worksheet . . . . . . . . . . . . . . . . 251
CHAPTER 13 Preventing and Correcting Errors . . . . . . . . . . . . . . . . 277
CHAPTER 14 Protection and Security . . . . . . . . . . . . . . . . . . . . . . . 299
CHAPTER 15 Getting Data from External Sources . . . . . . . . . . . . . . 325
CHAPTER 16 Sharing, Reviewing, and Distributing Data . . . . . . . . . . 341
CHAPTER 17 SharePoint and Excel Services . . . . . . . . . . . . . . . . . . 363
APPENDIX A Location of Popular Excel 2003 Commands
in Excel 2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 379
APPENDIX B Selecting Data in a PivotTable Report . . . . . . . . . . . . . 385
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 387
vii
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Contents
About the Author . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xix
About the Technical Reviewer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxi
Acknowledgments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxiii
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxv
CHAPTER 1
What’s New in Excel 2007? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
From Excel to XXL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Excel Gets a Makeover . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
The Ribbon . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
The Microsoft Office Button . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
The Quick Access Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Access Keys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Enhanced ScreenTips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Page Layout View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Better-Looking Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Themes and Styles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
More Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
SmartArt . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Easier Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Rich Conditional Formatting . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Excel Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
PivotTables and PivotCharts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Sorting and Filtering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Changes to Charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Simplified Formula Writing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
More Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
ix
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