Introduction

Excel All-in-One For Dummies brings together plain and simple information on using all aspects of Microsoft Excel. It's designed to be of help no matter how much or how little experience you have with the program. As the preeminent spreadsheet and data analysis software for all sorts of computing devices running Windows (desktops, laptops, tablets, and even smartphones), Excel offers its users seemingly unlimited capabilities too often masked in technical jargon and obscured by explanations only a software engineer could love. On top of that, many of the publications that purport to give you the lowdown on using Excel are quite clear on how to use particular features without giving you a clue as to why you would want to go to all the trouble.

The truth is that understanding how to use the abundance of features offered by Excel is only half the battle, at best. The other half of the battle is to understand how these features can benefit you in your work; in other words, "what's in it for you." I have endeavored to cover both the "how to" and "so what" aspects in all my discussions of Excel features, being as clear as possible and using a minimum of tech-speak.

Fortunately, Excel is well worth the effort to get to know because it's definitely one of the best data-processing and analysis tools that has ever come along. From let-Excel-do-all-the-work features such as Flash Fill and Analyze Data to eyebrow-raisingly powerful tools such as PivotTables and Solver, Excel has whatever you need to get your numbers crunched. Excel is a blast to use when you know what you're doing, and my great hope is that this "fun" aspect of using the program comes through on every page (or, at least, every other page).

About This Book

As the name states, Excel All-in-One For Dummies is a reference (whether you keep it on your desk or use it to prop up your desk is your business). This means that although the chapters in each book are laid out in a logical order, each stands on its own, ready for you to dig into the information at any point.

As much as possible, I have endeavored to make the topics within each book and chapter stand on their own. When there's just no way around relying on some information that's discussed elsewhere, I include a cross-reference that gives you the chapter and verse (actually the book and chapter) for where you can find that related information if you're of a mind to.

Use the full Table of Contents and Index to look up the topic of the hour and find out exactly where it is in this compilation of Excel information. You'll find that although most topics are introduced in a conversational manner, I don't waste much time cutting to the chase by laying down the main principles at work (usually in bulleted form) followed by the hard reality of how you do the deed (as numbered steps).

Foolish Assumptions

I'm only going to make one foolish assumption about you, and that is that you have some need to use Microsoft Excel under Windows in your work or studies. If pushed, I further guess that you aren't particularly interested in knowing Excel at an expert level but are terribly motivated to find out how to do the stuff you need to get done. If that's the case, this is definitely the book for you. Fortunately, even if you happen to be one of those newcomers who's highly motivated to become the company's resident spreadsheet guru, you've still come to the right place.

As far as your hardware and software go, I'm assuming that you already have Excel installed on your computing device running under Windows. And it doesn't matter whether you obtained Excel with a Microsoft 365 subscription or an Office 2021 purchase; this book covers the core functionality of both flavors of Excel.

I'm not assuming, however, that when you're using Excel that you're sitting in front of a large screen monitor and making cell entries and command selections with a physical keyboard or connected mouse. With the introduction of Microsoft's Surface 4 tablet and the support for a whole slew of different Windows tablets, you may well be entering data and selecting commands with your finger or stylus using the Windows Touch keyboard and Touch pointer.

To deal with the differences between using Excel on a standard desktop or laptop computer with access only to a physical keyboard and mouse and a touchscreen tablet or smartphone environment with access only to the virtual Touch keyboard, I've outlined the touchscreen equivalents to common commands you find throughout the text, such as "click," "double-click," "drag," and so forth, in the section that explains selecting by touch in Book 1, Chapter 1.

Warning: Because of the diversity of the devices that Excel runs on and the places where its files can be saved and used, if you're using Excel 2007 or Excel 2010 for Windows, much of the file-related information in this book may only confuse and confound you. If you're still using a version prior to Excel 2007, which introduced the Ribbon interface, this edition will be of no use to you because your version of the program works nothing like what this book describes.

Conventions Used in This Book

This book follows a number of different conventions modeled primarily after those used by Microsoft in its various online articles and help materials. These conventions deal primarily with Ribbon command sequences and shortcut or hot key sequences that you encounter.

Excel is a sophisticated program that uses the Ribbon interface first introduced in Excel 2007. In Chapter 1, I explain all about this Ribbon interface and how to get comfortable with its command structure. Throughout the book, you may find Ribbon command sequences using the shorthand developed by Microsoft whereby the name on the tab on the Ribbon and the command button you select are separated by arrows, as in

Home???Copy

This is shorthand for the Ribbon command that copies whatever cells or graphics are currently selected to the Windows Clipboard. It means that you click the Home tab on the Ribbon (if it's not already displayed) and then click the Copy button, which sports the traditional side-by-side page icon.

Some of the Ribbon command sequences involve not only selecting a command button on a tab but then also selecting an item on a drop-down menu. In this case, the drop-down menu command follows the name of the tab and command button, all separated by arrows, as in

Formulas???Calculation Options???Manual

This is shorthand for the Ribbon command sequence that turns on manual recalculation in Excel. It says that you click the Formulas tab (if it's not already displayed) and then click the Calculation Options command button followed by the Manual drop-down menu option.

The book occasionally encourages you to type something specific into a specific cell in the worksheet. When I tell you to enter a specific function, the part you should type generally appears in bold type. For example, =SUM(A2:B2) means that you should type exactly what you see: an equal sign, the word SUM, a left parenthesis, the text A2:B2 (complete with a colon between the letter-number combos), and a right parenthesis. You then, of course, still have to press the Enter key or click the Enter button on the Formula bar to make the entry stick.

When Excel isn't talking to you by popping up message boxes, it displays highly informative messages in the Status bar at the bottom of the screen. This book renders messages that you see onscreen like this:

CALCULATE

This is the message that tells you that Excel is in manual recalculation mode (after using the earlier Ribbon command sequence) and that one or more of the formulas in your worksheet are not up to date and are in sore need of recalculation.

Occasionally I give you a shortcut key combination that you can press to choose a command from the keyboard rather than clicking buttons on the Ribbon with the mouse. Shortcut key combinations are written like this: Alt+FS or Ctrl+S. (Both of these shortcut key combos save workbook changes.)

With the Alt key combos, you press the Alt key until the shortcut key letters appear in little squares all along the Ribbon. At that point, you can release the Alt key and start pressing the shortcut key letters. (By the way, these are all lowercase shortcut key letters - I only put them in caps to make them stand out in the text.)

Shortcut key combos that use the Ctrl key are of an older vintage, and they work a little bit differently because, on a physical keyboard, you have to hold down the Ctrl key as you press the shortcut key letter. (Again, unless you see the Shift key in the sequence as in Ctrl+Shift+C, don't worry about uppercase letters.)

Finally, if you're really observant, you may notice a discrepancy between the capitalization of the names of dialog box options (such as headings, option buttons, and check boxes) as they appear in the book and how they actually appear in Excel on your computer screen. I intentionally use the convention of capitalizing the initial letters of all the main words of a dialog box option to help you differentiate the name of the option from the rest of the text describing its...