539671 Cover_rb.qxp 8/22/03 10:00 AM Page 1 Perfect Bind • Trim: 7 3/8 x 9 1/4 • • 4 color process • Yellow prints 110y 15m • + spot varnish (see spot varnish pdf) • Matte laminate If Excel 2003 can do it, you can do it too . . . Whether you’re just discovering Excel or are already a power user, there’s no better instructor than “Mr. Spreadsheet,” John Walkenbach. From basic formulas, functions, and chart creation to data analysis, custom 100% C O M P R E H E N S I V E 100% ONE HUNDRED PERCENT number formats, data validation, and Excel programming with VBA, this is the comprehensive resource for COMPREHENSIVE Excel 2003 Excel 2003 AUTHORITATIVE Excel 2003. No matter what your level of expertise, you’ll benefit from hundreds of examples, exercises, tips, WHAT YOU NEED techniques, and workarounds, all served with a generous helping of the master’s expert advice. ONE HUNDRED PERCENT Microsoft Oﬃce Microsoft Oﬃce Inside, you’ll find complete coverage of Excel 2003 Harness XML power • Learn your way around cells, rows, columns, worksheets, workbooks, and ranges for data reporting, • Discover how to create charts and diagrams, organize lists, and simplify complex tasks using Excel analysis, importing, and exporting ® • Develop formulas that manipulate text, look up values, and perform financial applications • Analyze data using external database files and pivot tables Discover how Excel • Perform “what if” analysis, use Goal Seek and Solver, and gain proficiency with the Analysis ToolPak can support reports, presentations, • Use XML to facilitate data reporting, analysis, importing, and exporting record-keeping, and • Explore conditional formatting, link and consolidate worksheets, more and use Excel in a workgroup • Understand how Excel uses HTML in Internet applications Explore advanced Excel programming • Program Excel using VBA, develop UserForms, and create custom add-ins techniques with the Chart your data top spreadsheet Bonus CD-ROM and companion Web site! effectively authority E • Exclusive Office 2003 Super Bible eBook, with more than 500 pages of information about xcel 2003 how Microsoft Office components work together • Bonus shareware, freeware, trial, demo, and evaluation programs that work with or enhance Microsoft Office Microsoft Oﬃce ® ® • Searchable eBook version of Excel 2003 Bible • An easy-to-use interface that allows you to browse and install everything on the CD Visit the companion Web site for links to all programs on the CD as well as additional software, complete tables of contents for all seven Wiley Office 2003 Bibles, and links to other Wiley Microsoft Office titles. WALKENBACH www.wiley.com/compbooks/officebibles2003 System Requirements: See the CD appendix for details and complete $39.99 USA $59.99 Canada Reader Level: Beginning to Advanced Shelving Category: Computers/Spreadsheets Bible Bonus software system requirements. £27.95 UK and searchable eBooks on ISBN 0-7645-3967-1 CD-ROM *85 5 -IGIE b ,!7IA7G4-fdjghb!:p;N;t;T;t BONUS CD-ROM AND COMPANION WEB SITE More than 600MB of Office-compatible bonus software and eBooks included on the CD! John Walkenbach “Mr. Spreadsheet,” author of Excel Charts
Digitally signed by Ramanathan DN: cn=Ramanathan, c=IN, o=Commercial Taxed DeptRamanathan Staff Training Institute,, ou=Computer Lecturer,, email@example.com Location: Commercial Taxes Staff Training Institute, Computer Lecturer,Ph:9442282076 Date: 2008.03.20 17:54:02 +0530
01 539671 FM.qxd 8/28/03 9:59 AM Page i Digitally signed by RamanathanRamanathan DN: cn=Ramanathan, c=IN, o=Commercial Taxed Dept Staff Training Institute,, ou=Computer Lecturer,, firstname.lastname@example.org Location: Commercial Taxes Staff Training Institute, Computer Lecturer,Ph:9442282076 Date: 2008.03.20 17:54:52 +0530 Excel 2003 Bible
01 539671 FM.qxd 8/28/03 9:59 AM Page iii Digitally signed by Ramanathan DN: cn=Ramanathan, c=IN, o=Commercial Taxed Dept StaffRamanathan Training Institute,, ou=Computer Lecturer,, email=ctdsti@gmail. com Location: Commercial Taxes Staff Training Institute, Computer Lecturer,Ph:9442282076 Date: 2008.03.20 17:55:25 +0530 Excel 2003 Bible John Walkenbach
01 539671 FM.qxd 8/28/03 9:59 AM Page v About the Author John Walkenbach is the author of approximately three dozen spreadsheet books. Visit his Web site at http://.j-walk.com.
01 539671 FM.qxd 8/28/03 9:59 AM Page vi Credits Acquisitions Manager Project Coordinator Gregory S. Croy Erin Smith Project Editor Graphics and Production Specialists Linda Morris Carrie Foster LeAndra Hosier Technical Editor Michael Kruzil Bill Manville Lynsey Osborn Heather Pope Senior Copy Editor Mary Gillot Virgin Diana R. Conover Quality Control Technicians Editorial Manager Laura Albert Kevin Kirschner Susan Moritz Carl William Pierce Vice President & Executive Group Brian H. Walls Publisher Richard Swadley Senior Permissions Editor Carmen Krikorian Vice President and Publisher Andy Cummings Media Development Specialist Greg Stafford Editorial Director Mary C. Corder Proofreading and Indexing TECHBOOKS Production Services
01 539671 FM.qxd 8/28/03 9:59 AM Page vii Preface T hanks for purchasing the Excel 2003 Bible. My goal in writing this book is to share with you some of what I know about Excel, and in the process, make you more efficient on the job. The book contains everything that you need to know to learn the basics of Excel and then move on to more advanced topics at your own pace. You’ll find many use- ful examples and lots of tips and tricks that I’ve accumulated over the years. Is This Book for You? The Bible series from Wiley Publishing, Inc. is designed for beginning, intermediate, and advanced users. This book covers all the essential components of Excel and provides clear and practical examples that you can adapt to your own needs. In this book, I’ve tried to maintain a good balance between the basics that every Excel user needs to know and the more complex topics that will appeal to power users. I’ve used Excel for many years, and I realize that almost everyone still has something to learn (including myself). My goal is to make that learning an enjoyable process. Software Versions This book was written for Excel 2003 for Windows. However, Excel hasn’t really changed much lately, so most of the information also applies to earlier versions and also to the Macintosh version. If you use a version prior to Excel 97, you’ll find that a significant portion of this book does not apply.
01 539671 FM.qxd 8/28/03 9:59 AM Page viii viii Preface Conventions This Book Uses Take a minute to scan this section to learn some of the typographical and organiza- tional conventions that this book uses. Excel commands In Excel, as in all Windows programs, you select commands from the pull-down menu system. In this book, such commands appear in normal typeface. An option available under a particular menu is indicated after an ➪ symbol, as in “Choose File ➪ Print to print your document.” Filenames, named ranges, and your input Input that you make from the keyboard appears in bold. Named ranges may appear in a code font. Lengthy input usually appears on a separate line. For instance, I may instruct you to enter a formula such as the following: =”Part Name: “ &VLOOKUP(PartNumber,PartList,2) Key names Names of the keys on your keyboard appear in normal type. When two keys should be pressed simultaneously, they are connected with a plus sign, like this: “Press Alt+E to select the Edit menu.” Here are the key names as I refer to them throughout the book: Alt down arrow Num Lock right arrow Backspace End Pause Scroll Lock Caps Lock Home PgDn Shift Ctrl Insert PgUp Tab Delete left arrow Print Screen up arrow Functions Excel’s built-in worksheet functions appear in uppercase, like this: “Enter a SUM for- mula in cell C20.” Mouse conventions You’ll come across some of the following mouse-related terms, all standard fare:
01 539671 FM.qxd 8/28/03 9:59 AM Page ix Preface ix ✦ Mouse pointer: The small graphic figure that moves onscreen when you move your mouse. The mouse pointer is usually an arrow, but it changes shape when you move to certain areas of the screen or when you’re performing cer- tain actions. ✦ Point: Move the mouse so that the mouse pointer is on a specific item: for example, “Point to the Save button on the toolbar.” ✦ Press: Press the left mouse button once and keep it pressed. Normally, this is used when dragging. ✦ Click: Press the left mouse button once and release it immediately. ✦ Right-click: Press the right mouse button once and release it immediately. The right mouse button is used in Excel to pop up shortcut menus that are appro- priate for whatever is currently selected. ✦ Double-click: Press the left mouse button twice in rapid succession. If your double-clicking doesn’t seem to be working, you can adjust the double-click sensitivity by using the Windows Control Panel icon. ✦ Drag: Press the left mouse button and keep it pressed while you move the mouse. Dragging is often used to select a range of cells or to change the size of an object. What the Icons Mean Throughout the book, you’ll see special graphic symbols, or icons, in the left mar- gin. These call your attention to points that are particularly important or relevant to a specific group of readers. The icons in this book are as follows: Note This icon signals the fact that something is important or worth noting. Notes may alert you to a concept that helps you master the task at hand, or they may denote something that is fundamental to understanding subsequent material. Tip This icon marks a more efficient way of doing something that may not be obvious. Caution I use this symbol when a possibility exists that the operation we’re describing could cause problems if you’re not careful. Cross- This icon indicates that a related topic is discussed elsewhere in the book. Reference
01 539671 FM.qxd 8/28/03 9:59 AM Page x x Preface On the This icon indicates that a related example or file is available on the companion CD-ROM CD-ROM. New This icon indicates a feature that is new to Excel 2003. Feature How This Book Is Organized Notice that the book is divided into six main parts, followed by five appendixes. Part I: Getting Started With Excel: This part consists of seven chapters that pro- vide background about Excel. These chapters are considered required reading for Excel newcomers, but even experienced users will probably find some new informa- tion here. Part II: Working with Formulas and Functions: The chapters in Part II cover every- thing that you need to know to become proficient with performing calculations in Excel. Part III: Creating Charts and Graphics: The chapters in Part III describe how to create effective charts as well as use graphics in your workbooks. Part IV: Analyzing Data with Excel: Data analysis is the focus of the chapters in Part IV. Users of all levels will find some of these chapters of interest. Part V: Using Advanced Excel Features: This part consists of nine chapters dealing with topics that are sometimes considered advanced. However, many beginning and intermediate users may find this information useful as well. Part VI: Programming Excel with VBA: Part VI is for those who want to customize Excel for their own use or who are designing workbooks or add-ins that are to be used by others. It starts with an introduction to VBA programming and then pro- vides coverage of UserForms, add-ins, toolbars, menus, and events. Part VII: Appendixes: Part VII contains a wide variety of appendixes that cover everything from Excel worksheet functions, to the contents of the book’s CD-ROM, to some fun games and diversions created using Excel. How to Use This Book This book is not intended to be read cover to cover. Rather, it’s a reference book that you can consult when: ✦ You’re stuck while trying to do something. ✦ You need to do something that you’ve never done before.
01 539671 FM.qxd 8/28/03 9:59 AM Page xi Preface xi ✦ You have some time on your hands, and you’re interested in learning some- thing new. The index is comprehensive, and each chapter typically focuses on a single broad topic. If you’re just starting out with Excel, I recommend that you read the first few chapters to gain a basic understanding of the product and then do some experi- menting on your own. After you become familiar with Excel’s environment, you can refer to the chapters that interest you most. Some users, however, may prefer to follow the chapters in order. Don’t be discouraged if some of the material is over your head. Most users get by just fine by using only a small subset of Excel’s total capabilities. In fact, the 80/20 rule applies here: 80 percent of Excel users use only 20 percent of its features. However, using only 20 percent of Excel’s features still gives you lots of power at your fingertips. New Features in Excel 2003 This section briefly describes the new features in Excel 2003, relative to Excel 2002. Where applicable, I provide additional details later in this book. You’ll notice that the list is surprisingly short. XML support Excel 2003 has improved support for XML (eXtensible Markup Language). This means that you can import XML data and assign the data elements to specific cells in a worksheet. List ranges You can define a portion of a workbook as a list range. This may make it a bit easier to work with the list — for example, add new items and summary formulas. You can also export the list range to SharePoint Team Services to share it with others. The list on a Web site based on SharePoint Team Services can be linked to the original range of cells. Research Pane A new feature, Research Pane, lets you search standard reference books and Web sites by using Excel’s Task Pane. Smart tag improvements In the past, smart tags could either be turned on or off. It’s now possible to enable smart tags only for a specified range of cells.
01 539671 FM.qxd 8/28/03 9:59 AM Page xii xii Preface Statistical functions Advanced users often complain about the inaccuracy of some of Excel’s statistical functions. Microsoft claims to have corrected these long-standing problems. What’s on the Companion CD and Web Site Wiley has provided so much add-on value to this book that we couldn’t fit it all on one CD! With the purchase of this book, you not only get access to over 200 bonus software programs and demos, but you also get an entire eBook — free! Please take a few minutes to explore the bonus material included on the CD: ✦ Author-created materials: Demonstration and sample files from the book. ✦ Bonus software materials: Over 200 programs (shareware, freeware, GNU software, trials, demos, and evaluation software) that work with Office. A ReadMe file on the CD includes complete descriptions of each software item. ✦ Office 2003 Super Bible eBook: Wiley created this special eBook, consisting of over 500 pages of content about how Microsoft Office components work together and with other products. The content has been pulled from select chapters of the individual Office Bible titles. In addition, some original content has been created just for this Super Bible. ✦ PDF version of this title: As always, if you prefer your text in electronic for- mat, the CD offers a completely searchable, PDF version of the book that you hold in your hands. After you familiarize yourself with all that we have packed onto the CD, be sure to visit the companion Web site at www.wiley.com/compbooks/officebibles2003/. Here’s what you’ll find on the Web site: ✦ Links to all the software that wouldn’t fit onto the CD ✦ Links to all the software found on the CD ✦ Complete, detailed tables of contents for all the Wiley Office 2003 Bibles: Access 2003 Bible, Excel 2003 Bible, FrontPage 2003 Bible, Office 2003 Bible, Outlook 2003 Bible, PowerPoint Bible, and Word 2003 Bible ✦ Links to other Wiley Office titles