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

Summary

In this book about nuances and quirks in Microsoft Excel, I saved the most nuanced and quirky feature for last. Power Query can be a transformational tool for you if you can avoid getting stymied. I’ve shared several stumbling blocks that I hit during my learning curve. You should now be well prepared for most things that Power Query may try to throw at you.

In this chapter, you learned how to create a list of worksheets within any workbook, which you can then transform into an interactive index listing. It’s important to understand that Power Query does not offer real-time connections to data, but rather provides snapshots of the data that can be refreshed. Then, we transformed an Excel-based report from an accounting program into a streamlined, analysis-ready dataset.

If you’ve struggled to extract data from PDF files in the past, the ability to do so with Power Query may have you dancing in your chair. I know that being able to unpivot reports...