Sharpen your Excel skills further. Learn about settings and security, functions, data tables, pivot tables, and pivot charts.

1. INTERMEDIATE
EXCEL
FLORIDA WELLNESS MEDICAL GROUP

2. INTERMEDIATE
EXCEL
Settings and
Security
Functions
Data TablesPivot Tables
Pivot Charts

3. SETTINGS AND
SECURITY
Customization
Hiding Data
Data Protection

4. CUSTOMIZATION
SET YOUR DEFAULTS.

5. CUSTOMIZE THE RIBBON
AND QUICK ACCESS TOOLBAR

6. MANAGE ADD-INS
This Photo by Unknown Author is licensed under CC BY-NC-SA

7. HIDING DATA
FOR YOUR EYES ONLY.
Photo Created by Kues1 - Freepik.com

8. HIDING
• To hide rows or columns:
1. Select the rows or columns you wish to hide
2. Use the format option on the ‘Home’ tab OR right-click and select ‘hide’
• To unhide rows or columns:
1. Select the rows (or columns) to either side of the hidden cells.
2. Use the format option on the ‘Home’ tab OR right click and select
‘unhide’
• To hide sheets:
Right-click the sheet tab at the bottom of the window and select ‘hide’
• To unhide sheets:
Right-click a visible sheet tab and choose ‘unhide’
A hidden row and column.
Hiding rows using the context menu.

9. LOCK AND HIDE CELLS
• A Locked cell protects your work from
accidental changes.
• Select Hidden to hide your formulas
By default, all cells are locked.

10. DATA PROTECTION
SECURE YOUR WORK

11. SHEET PROTECTION
• Go to the review tab
• Choose Protect Sheet
• Enter a password to protect the sheet
• Click here for more information.
Worksheet level protection is not
intended as a security feature. It simply
prevents users from modifying locked
cells within the worksheet.
This Photo by Unknown Author is licensed under CC BY-SA

12. WORKBOOK PROTECTION
•If the Protect Workbook is highlighted then the workbook is
protected.
•If you click on the bottom of a sheet inside your workbook, you
will notice that the options to change the workbook structure
such as insert, delete, rename, move, copy, hide, and unhide
sheets are all unavailable.

13. ENCRYPT
WITH
PASSWORD

14. FUNCTIONS
Lookup
Text
Date & Time
Logical

15. LOOKUP FUNCTIONS
FIND YOUR DATA QUICKLY

16. LOOKUP
• Use LOOKUP when you need to look
in a single row or column to find a
value from the same position in a
second row or column.
• Important: The values in
lookup_vector must be placed in
ascending order: ..., -2, -1, 0, 1, 2, ...,
A-Z; otherwise, LOOKUP might not
return the correct value. Uppercase
and lowercase text are equivalent.

17. VLOOKUP
• Lookup value (MUST be in the first
column of the range were you are
looking)
• Table_ Array is the range containing
the lookup value and the result
• Col_index_num is the column
number in the range containing the
return value
• Specify TRUE for approximate match
or FALSE for an exact match

18. INDEX
• Returns the value in a selected array
(range or table) given the row and
column number indices
• If the range contains only one row or
column, the corresponding Row_num or
Column_num argument is optional.
• If the range has more than one row and
more than one column, and only
Row_num or Column_num is used,
INDEX returns an array of the entire row
or column – Meant for use inside of
another function.
• You can also return a block of data.

19. MATCH
Match_type Behavior
1 or omitted MATCH finds the largest value that is less than or equal to lookup_value. The values in the lookup_array argument must be
placed in ascending order, for example: ...-2, -1, 0, 1, 2, ..., A-Z.
0 MATCH finds the first value that is exactly equal to lookup_value. The values in the lookup_array argument can be in any order.
-1 MATCH finds the smallest value that is greater than or equal to lookup_value. The values in the lookup_array argument must be
placed in descending order, for example: Z-A, ...2, 1, 0, -1, -2, ..., and so on.

20. COMBINING
INDEX AND
MATCH

21. TEXT FUNCTIONS
MANIPULATE AND EDIT WHOLE COLUMNS OF TEXT QUICKLY

22. CONCAT AND &
A space within the concatenation is designated by typing a space between quotation marks.

23. LEFT, RIGHT, AND MID FUNCTIONS
Goal Text Function Result
First 3 characters Wonder Woman =LEFT(B2,3) Won
Last 3 characters Wonder Woman =RIGHT(B3,3) man
Middle 5 characters starting at the 4th Wonder Woman =MID(B4,4,5) der W

24. REPLACE FUNCTION
The Excel REPLACE function always returns a text string, not a number. And because it's a text
value you won't be able to use it in other calculations unless you convert it back to number.

25. EXACT FUNCTION

26. DATE AND TIME FUNCTIONS
NO NEED TO LOOK AT A CALENDAR OR CLOCK

27. CURRENT DATE AND TIME
Input Result
CTRL + ; 2/8/2018
=TODAY() 2/8/2018
=NOW() 2/8/2018 14:41
Notes:
• CTRL + ; will record the current date but the result will not change
• The functions will change upon opening a workbook or whenever the sheet is calculated

28. CALCULATING THE NUMBER OF DAYS
DAYS Function NETWORKDAYS function

29. A FORMULA FOR COMPUTING HOURS

30. LOGICAL FUNCTIONS
“LOGIC IS THE BEGINNING OF WISDOM, NOT THE END OF IT.”– MR. SPOCK

31. OPERATORS
USED IN LOGICAL
FUNCTIONS

32. AND, NOT FUNCTIONS
AND Function NOT Function

33. OR, XOR FUNCTIONS
OR Function XOR Function

34. THE IF FUNCTION

35. DATA TABLES
Table Design
Revising
Working with Data

36. TABLE DESIGN
CREATE A DESIGN THAT SUITS YOUR NEEDS

37. NAMING TABLES
•Giving a Table (or selected range!) a
meaningful name is useful when
referencing a table in a formula or
operation.
•A name must start with a letter and
cannot contain spaces or special
characters. Underscores are OK.
•You can easily select a whole table by
choosing it’s name from the drop down
menu in the name box.

38. TABLE DESIGN OPTIONS

39. THE TOTAL ROW

40. ADDING A
CALCULATED
COLUMN

41. REVISING
MAKING IMPROVEMENTS ALONG THE WAY

42. REMOVING
DUPLICATES

43. REORDER
COLUMNS BY
DRAGGING
AND
DROPPING

44. RESIZING AND
ADDING NEW
ROWS OR
COLUMNS
Drag Corner Down

45. WORKING WITH DATA
INCREASE PRODUCTIVITY WITH TABLES

46. CONSOLIDATE DATA

47. GROUPING WORKSHEETS
Grouped Sheets
Active Sheet

48. COPYING AND
PASTING VISIBLE
CELLS

49. PIVOT TABLES
Basics
Formatting
Sorting , Filtering, and Grouping
Calculated Values and Fields

50. BASICS
WHAT IS A PIVOT TABLE ANYWAY?
This Photo by Unknown Author is licensed under CC BY-SA

51. DATA STRUCTURE
BEST PRACTICES
• Rectangular
• Column Headers represent variables
• Rows represent observations
• No calculated fields
• Best if formatted as a named table

52. INSERTING A PIVOT TABLE

53. PIVOT TABLE
FIELDS

54. PIVOT TABLE TOOLS—ANALYZE TAB
Name your table. Insert Slicers or a
Timeline.
Refresh or change your
data source.
Clear the table contents
or select a table to copy
or move it.

55. FORMATTING
FORMAT YOUR DATA TO GAIN INSIGHT

56. FORMATTING
COLUMN NUMBERS
1. Select any cell in the column or the
column header
2. Right-click and choose Number
Format

57. A CUSTOM
FORMAT TIP
Using Custom Type ;;; hides the
number and leaves dependent
formatting in place.

58. PIVOT TABLE LAYOUTS

59. REPLACE
BLANKS

60. SORTING, FILTERING, AND
GROUPING
ARRANGE YOUR DATA TO SEE PATTERNS

61. SORTING

62. CUSTOM LISTS
• Excel differentiates between data
such as text, numbers, and dates. So
Excel will sort by data category.
• If you are having difficulty sorting a
list try turning off Excel’s Custom List
setting.

63. FILTERING

64. MULTIPLE
FILTERS

65. GROUPING DATES
Newer versions of Excel
group dates automatically.
To change date groups:
Select a date and then go to
Analyze > Group Field

66. GROUPING TEXT
A new field group
appears.
Using the new
field group for
comparisons.

67. REPORT FILTER PAGES
A new table and
worksheet is
generated for each
item in the filter.

68. CALCULATED VALUES AND
FIELDS
CHOOSE HOW CALCULATED DATA IS DISPLAYED
AND CREATE NEW COLUMNS WITH FORMULAS

69. SUMMARIZE VALUES BY

70. SHOW VALUES AS

71. CALCULATED FIELDS

72. CALCULATIONS WITH NON-NUMERIC FIELDS
Add a column of ones to create calculated
fields that use non-numeric data.

73. PIVOT CHARTS
Creating a Pivot
Chart
Creating a
Dashboard

74. CREATING A PIVOT CHART
PIVOT CHARTS ARE DYNAMIC!

75. INSERTING A PIVOT CHART

76. FIELD BUTTONS
All Field Buttons shown All Field Buttons hidden

77. CHART PROPERTIES
By default charts are moved and resized with cells. This means that
your chart may change when changes are made to the Pivot Table
or background cells. If you wish to prevent changes to your chart,
double-click its background to open the options menu and select
Move but don’t size with cells
OR
Don’t move or size with cells

78. CREATING A DASHBOARD
GROUP PIVOT CHARTS TO TELL A STORY

79. PIVOT TABLE BEST
PRACTICES FOR
DASHBOARDS
Use pivot charts to create a dashboard that tells
a story about your data. Before you insert any
charts, follow these pivot table best practices to
facilitate the process:
• Place all pivot tables to the left of the
spreadsheet.
• Leave plenty of room between tables as they
will change dimension when using slicers and
timelines.
• Give each table a descriptive name.

80. SLICERS AND TIMELINES
Slicers
In newer versions of Excel
you can insert timelines.

81. REPORT CONNECTIONS