Advanced Excel

About the Tutorial

Advanced Excel is a comprehensive tutorial that provides a good insight into the latest
and advanced features available in Microsoft Excel 2013. It has plenty of screenshots
that explain how to use a particular feature, in a step-by-step manner.

Audience
This tutorial has been designed for all those readers who depend heavily on MS-Excel to
prepare charts, tables, and professional reports that involve complex data. It will help all
those readers who use MS-Excel regularly to analyze data.

Prerequisites
The readers of this tutorial are expected to have a good prior understanding of the basic
features available in Microsoft Excel.

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Table of Contents
About the Tutorial..............................................................................................................................................i
Audience.............................................................................................................................................................i
Prerequisites......................................................................................................................................................i
Copyright & Disclaimer......................................................................................................................................i
Table of Contents..............................................................................................................................................ii

PART 1: EXCEL NEW FEATURES........................................................................................1

1. Excel – Chart Recommendations............................................................................................................. 2

Change in Charts Group....................................................................................................................................2
Chart Recommendations..................................................................................................................................3
Fine Tune Charts Quickly...................................................................................................................................5
Select / De-select Chart Elements.....................................................................................................................6
Format Style......................................................................................................................................................7
Format Color.....................................................................................................................................................8
Filter Data being displayed on the Chart..........................................................................................................9

2. Excel – Format Charts........................................................................................................................... 12

Format Axis.....................................................................................................................................................12
Provision for Combo Charts............................................................................................................................15

3. Excel – Chart Design............................................................................................................................. 17

Ribbon of Chart Tools......................................................................................................................................17
Quick Layout....................................................................................................................................................19
Change Colors.................................................................................................................................................20
Chart Styles.....................................................................................................................................................20
Switch Row / Column......................................................................................................................................21
Select Data......................................................................................................................................................22
Change Chart Type..........................................................................................................................................23
Move Chart.....................................................................................................................................................24

4. Excel – Richer Data Labels.................................................................................................................... 26

Formatting Data Labels...................................................................................................................................26
Look of the Data Labels...................................................................................................................................30
Shape of a Data Label......................................................................................................................................31
Resize a Data Label..........................................................................................................................................32
Add a Field to a Data Label.............................................................................................................................32

5. Excel – Leader Lines.............................................................................................................................. 35

Add a Leader Line............................................................................................................................................35
Format Leader Lines........................................................................................................................................36

6. Excel – New Functions.......................................................................................................................... 38

Functions by Category.....................................................................................................................................38
New Functions in Excel 2013..........................................................................................................................39
User Defined Functions in Add-ins..................................................................................................................42
Web Functions................................................................................................................................................42

PART 2: FUNDAMENTAL DATA ANALYSIS...................................................................43

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7. Instant Data Analysis............................................................................................................................ 44

Quick Analysis Features..................................................................................................................................44
Quick Analysis of Data.....................................................................................................................................44
Conditional Formatting...................................................................................................................................46
Charts..............................................................................................................................................................50
Totals...............................................................................................................................................................52
Tables..............................................................................................................................................................58
Sparklines........................................................................................................................................................60

8. Excel – Sorting Data by Color................................................................................................................ 62

9. Excel – Slicers....................................................................................................................................... 65

10. Excel – Flash Fill.................................................................................................................................... 68

PART 3: POWERFUL DATA ANALYSIS – INTRODUCTION..........................................72

11. Excel – PivotTable Recommendations................................................................................................... 73

Create a PivotTable to analyze external data.................................................................................................74
Connect to a new external data source..........................................................................................................76
Using the Field List option...............................................................................................................................78
PivotTables based on Multiple Tables............................................................................................................82

PART 4: POWERFUL DATA ANALYSIS – 1......................................................................85

12. Excel – Data Model in Excel.................................................................................................................. 86

Explore Data Using PivotTable........................................................................................................................89
Create Relationship between Tables..............................................................................................................91

13. Excel – Power Pivot.............................................................................................................................. 95

Data Model using Calculated Columns...........................................................................................................99
Relationship using calculated columns.........................................................................................................103

14. Excel – External Data Connection........................................................................................................ 105

Update the Data Connections.......................................................................................................................106
Automatically Refresh Data..........................................................................................................................107
Automatically refresh data at regular intervals............................................................................................109
Enable Background Refresh..........................................................................................................................109

15. Excel – Pivot Table Tools..................................................................................................................... 111

Source Data for a PivotTable........................................................................................................................111
Change to a Different External Data Source.................................................................................................112
Delete a PivotTable.......................................................................................................................................114
Using the Timeline........................................................................................................................................117
Use a Timeline to Filter by Time Period........................................................................................................119
Create a Standalone PivotChart....................................................................................................................122

PART 5: POWERFUL DATA ANALYSIS – 2....................................................................124

16. Excel – Power View............................................................................................................................ 125

Create a Power View Sheet...........................................................................................................................125

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17. Excel – Visualizations.......................................................................................................................... 129

Create Charts and other Visualizations.........................................................................................................129
Visualization – Matrix...................................................................................................................................130
Visualization – Card.......................................................................................................................................131
Visualization – Charts....................................................................................................................................132

18. Excel – Pie Charts............................................................................................................................... 138

Bubble and Scatter Charts.............................................................................................................................140
Maps..............................................................................................................................................................143
Multiples: A Set of Charts with the Same Axes.............................................................................................145
Visualization – Tiles.......................................................................................................................................147

19. Power View – Additional Features...................................................................................................... 150

Modify the internal Data Model...................................................................................................................150

20. Excel – Power View in Services........................................................................................................... 155

Key Performance Indicators (KPIs)................................................................................................................155
Hierarchies....................................................................................................................................................156
Drill-Up and Drill-Down.................................................................................................................................157

21. Excel – Format Reports....................................................................................................................... 161

Hyperlinks.....................................................................................................................................................173
Printing..........................................................................................................................................................173
Support for right-to-left languages...............................................................................................................173

22. Excel – Handling Integers.................................................................................................................... 176

Power Query.................................................................................................................................................177
Power BI Desktop..........................................................................................................................................178

PART 6: OTHER FEATURES..............................................................................................181

23. Excel – Templates............................................................................................................................... 182

24. Excel – Inquire.................................................................................................................................... 186

Ensure Inquire Add-in is Active.....................................................................................................................186
Compare Two Workbooks............................................................................................................................188

25. Excel – Workbook Analysis................................................................................................................. 194

Diagrams.......................................................................................................................................................198
Workbook Relationship.................................................................................................................................199
Worksheet Relationship................................................................................................................................200
Cell Relationship............................................................................................................................................201
Clean Excess Cell Formatting........................................................................................................................203

26. Excel – Manage Passwords................................................................................................................. 205

Embed Worksheet Data in a Web Page........................................................................................................207
27. Excel – File Formats............................................................................................................................ 208
Save a Workbook in another File Format.....................................................................................................208
Excel File Formats.........................................................................................................................................208
Text File Formats...........................................................................................................................................209
Other File Formats........................................................................................................................................210

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File Formats that Use the Clipboard.............................................................................................................213

File Formats not Supported in Excel 2013....................................................................................................214

28. Excel – Discontinued Features............................................................................................................ 215

Discontinued / Changed features.................................................................................................................215
Save Workspace............................................................................................................................................215
New from Existing.........................................................................................................................................215
Save as Template..........................................................................................................................................216
Split Box Control............................................................................................................................................219
Blank Workbook............................................................................................................................................220
Save Options.................................................................................................................................................221
Microsoft Clip Organizer...............................................................................................................................222
MS Office Picture Manager...........................................................................................................................222
Exit option.....................................................................................................................................................222
Browser View Options..................................................................................................................................224
Individual Data Series....................................................................................................................................225
Pyramid and Cone Chart Types.....................................................................................................................225

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Part 1: Excel New Features

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RECOMMENDATIONS

Change in Charts Group

The Charts Group on the Ribbon in MS Excel 2013 looks as follows:

You can observe that:

 The subgroups are clubbed together.

 A new option ‘Recommended Charts’ is added.

Let us create a chart. Follow the steps given below.

Step 1: Select the data for which you want to create a chart.

Step 2: Click on the Insert Column Chart icon as shown below.

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When you click on the Insert Column chart, types of 2-D Column Charts, and 3-D
Column Charts are displayed. You can also see the option of More Column Charts.

Step 3: If you are sure of which chart you have to use, you can choose a Chart and proceed.

If you find that the one you pick is not working well for your data, the new Recommended
Charts command on the Insert tab helps you to create a chart quickly that is just right for
your data.

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Chart Recommendations
Let us see the options available under this heading. (use another word for heading)

Step 1: Select the Data from the worksheet.

Step 2: Click on Recommended Charts.

The following window displaying the charts that suit your data will be displayed.

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Step 3: As you browse through the Recommended Charts, you will see the preview on the
right side.

Step 4: If you find the chart you like, click on it.

Step 5: Click on the OK button. If you do not see a chart you like, click on All Charts to see
all the available chart types.

Step 6: The chart will be displayed in your worksheet.

Step 7: Give a Title to the chart.

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Fine Tune Charts Quickly

Click on the Chart. Three Buttons appear next to the upper-right corner of the chart. They
are:

 Chart Elements
 Chart Styles and Colors, and
 Chart Filters

You can use these buttons-

 To add chart elements like axis titles or data labels

 To customize the look of the chart, or
 To change the data that’s shown in the chart

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Select / De-select Chart Elements

Step 1: Click on the Chart. Three Buttons will appear at the upper-right corner of the chart.

Step 2: Click on the first button Chart Elements. A list of chart elements will be displayed
under the Chart Elements option.

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Step 3: Select / De-select Chart Elements from the given List. Only the selected chart
elements will be displayed on the Chart.

Format Style
Step 1: Click on the Chart. Three Buttons will appear at the upper-right corner of the chart.

Step 2: Click on the second button Chart Styles. A small window opens with different options
of STYLE and COLOR as shown in the image given below.

Step 3: Click on STYLE. Different options of Style will be displayed.

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Step 4: Scroll down the gallery. The live preview will show you how your chart data will look
with the currently selected style.

Step 5: Choose the Style option you want. The Chart will be displayed with the selected Style
as shown in the image given below.

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Format Color
Step 1: Click on the Chart. Three Buttons will appear at the upper-right corner of the chart.

Step 2: Click on Chart Styles. The STYLE and COLOR window will be displayed.

Step 3: Click on the COLOR tab. Different Color Schemes will be displayed.

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Step 4: Scroll down the options. The live preview will show you how your chart data will look
with the currently selected color scheme.

Step 5: Pick the color scheme you want. Your Chart will be displayed with the selected Style
and Color scheme as shown in the image given below.

You can change color schemes from Page Layout Tab also.

Step 1: Click the tab Page Layout.

Step 2: Click on the Colors button.

Step 3: Pick the color scheme you like. You can also customize the Colors and have your
own
color scheme.

Filter Data being displayed on the Chart

Chart Filters are used to edit the data points and names that are visible on the chart being
displayed, dynamically.

Step 1: Click on the Chart. Three Buttons will appear at the upper-right corner of the chart.

Step 2: Click on the third button Chart Filters as shown in the image.

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Step 3: Click on VALUES. The available SERIES and CATEGORIES in your Data appear.

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Step 4: Select / De-select the options given under Series and Categories. The chart changes
dynamically.

Step 5: After, you decide on the final Series and Categories, click on Apply. You can see that
the chart is displayed with the selected data.

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 EXCEL – FORMAT CHARTS Advanced

The Format pane is a new entry in Excel 2013. It provides advanced formatting options in
clean, shiny, new task panes and it is quite handy too.

Step 1: Click on the Chart.

Step 2: Select the chart element (e.g., data series, axes, or titles).

Step 3: Right-click the chart element.

Step 4: Click Format <chart element>. The new Format pane appears with options that
are tailored for the selected chart element.

Format Axis
Step 1: Select the chart axis.

Step 2: Right-click the chart axis.

Step 3: Click Format Axis. The Format Axis task pane appears as shown in the image
below.

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You can move or resize the task pane by clicking on the Task Pane Options to make
working with it easier.

The small icons at the top of the pane are for more options.

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Step 4: Click on Axis Options.

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Step 5: Select the required Axis Options. If you click on a different chart element, you will
see that the task pane automatically updates to the new chart element.

Step 6: Select the Chart Title.

Step 7: Select the required options for the Title. You can format all the Chart Elements using
the Format Task Pane as explained for Format Axis and Format Chart Title.

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Provision for Combo Charts

There is a new button for combo charts in Excel 2013.

The following steps will show how to make a combo chart.

Step 1: Select the Data.

Step 2: Click on Combo Charts. As you scroll on the available Combo Charts, you will see
the live preview of the chart. In addition, Excel displays guidance on the usage of that
particular type of Combo Chart as shown in the image given below.

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Step 3: Select a Combo Chart in the way you want the data to be displayed. The Combo
Chart will be displayed.

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 EXCEL – CHART DESIGN Advanced

Ribbon of Chart Tools

When you click on your Chart, the CHART TOOLS tab, comprising of the
DESIGN and FORMAT tabs is introduced on the ribbon.

Step 1: Click on the Chart. CHART TOOLS with the DESIGN and FORMAT tabs will be
displayed on the ribbon.

Let us understand the functions of the DESIGN tab.

Step 1: Click on the chart.

Step 2: Click on the DESIGN tab. The Ribbon now displays all the options of Chart Design.

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The first button on the ribbon is the Add Chart Element, which is the same as the Chart
Elements, given at the upper right corner of the Charts as shown below.

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