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

It’s easy to dismiss accessibility as something akin to eating your vegetables, or exercising; you know you should do both, but you’ll get to it tomorrow. Accessibility improves everyone’s experience, not just those that use assistive technology. If your boss asks you to perform an analytical task in Excel, and you don’t know where to start, suddenly, Excel is inaccessible. Fortunately, the Insert Function command lets you easily lay your hands on any of the hundreds of worksheet functions available within Excel. Similarly, the Microsoft Search box puts even the most hidden Excel commands at your fingertips. When you need to go further, the Help tab of the Ribbon connects you to an extensive array of resources that include online documentation, training videos, online chat support, and user-to-user support by way of an Excel community forum.

You also learned how artificial intelligence is making Excel more accessible by way of features such as Recommended PivotTables, Recommended Charts, and Analyze Data. All these features can help you get past that I don’t know where to start phase of analyzing a dataset.

Accessibility extends far beyond goodwill for disabled users. Any time you implement even simple accessibility techniques, such as naming Tables and worksheets, avoiding the use of merged cells, limiting the use of critical information within watermarks, headers, and footers, ensuring proper color contrasts, and using the Table feature within your spreadsheets, you improve the ease of use of the workbook for every single user that touches it.

It can feel overwhelming to try to find all the accessibility issues in a workbook, especially if you have a legal mandate to do so. Fortunately, the Check Accessibility feature supplies instant feedback on issues that can cause a workbook to be considered inaccessible. The free Accessibility Reminder add-in makes it easy to document accessibility issues you wish to clean up and supplies links to more training materials.

Accessibility is subjective, particularly in large workbooks, but just remember, if you’re struggling with a workbook that you authored yourself, it’s highly unlikely that others will be able to make any sense of it. The good news is that accessibility runs through this book as an unspoken theme, and as you progress through the book, you’ll become ever more empowered to work with Excel, as opposed to Excel pushing you around or, worse, stopping you in your tracks.

In the next chapter, I’ll be discussing how to implement disaster recovery techniques, including what to do when terrible things happen to good spreadsheets.