Book Image

Exploring Microsoft Excel’s Hidden Treasures

By : David Ringstrom
Book Image

Exploring Microsoft Excel’s Hidden Treasures

By: David Ringstrom

Overview of this book

David Ringstrom coined the phrase “Either you work Excel, or it works you!” after observing how many users carry out tasks inefficiently. In this book, you’ll learn how to get more done with less effort. This book will enable you to create resilient spreadsheets that are easy for others to use as well, while incorporating spreadsheet disaster preparedness techniques. The time-saving techniques covered in the book include creating custom shortcuts and icons to streamline repetitive tasks, as well as automating them with features such as Tables and Custom Views. You’ll see how Conditional Formatting enables you to apply colors, Cell icons, and other formatting on-demand as your data changes. You’ll be empowered to protect the integrity of spreadsheets and increase usability by implementing internal controls, and understand how to solve problems with What-If Analysis features. In addition, you’ll master new features and functions such as XLOOKUP, Dynamic Array functions, LET and LAMBDA, and Power Query, while learning how to leverage shortcuts and nuances in Excel. By the end of this book, you’ll have a broader awareness of how to avoid pitfalls in Excel. You’ll be empowered to work more effectively in Excel, having gained a deeper understanding of the frustrating oddities that can arise daily in Excel.
Table of Contents (18 chapters)
1
Part 1: Improving Accessibility
6
Part 2:Spreadsheet Interactivity and Automation
12
Part 3: Data Analysis

Creating a Custom Views Quick Access Toolbar shortcut

It’s easy to forget or be unaware that Custom Views have been created in a workbook. Adding a Custom Views drop-down list to the Quick Access Toolbar for specific workbooks provides instant access and eliminates the need to train users on how to switch views.

Tip

See Chapter 3, Quick Access Toolbar Treasures, if your Quick Access Toolbar isn’t visible in Microsoft 365.

Here’s how to add the Custom Views drop-down list to your Quick Access Toolbar:

  1. Carry out the steps in the Creating multipurpose worksheets section of this chapter if you haven’t done so to create at least two Custom Views.
  2. Choose File | Options | Quick Access Toolbar to display the Quick Access Toolbar section of the Excel Options dialog box.
  3. As shown in Figure 8.7, choose the name of your workbook, such as Chapter 8 – Custom Views, from the Customize Quick Access Toolbar list at the top-right of the Excel...