1. Managing Multiple Worksheets and Workbooks

2. Objectives Format and edit multiple worksheets at once.
Create cell references to other worksheets.
Consolidate information from multiple worksheets using 3-D references.
Create and print a worksheet group.
Create a link to data in another workbook.
Create a workbook reference.
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3. Objectives (Cont.) Learn how to edit links.
Create and use an Excel workspace.
Insert a hyperlink in a cell.
Create a custom template.
Create a Web page.
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4. Using Multiple Worksheets
Using multiple worksheets makes it easier to group and summarize data.
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5. Grouping and Ungrouping Worksheets
A worksheet group is a collection of two or more selected worksheets.
To select an adjacent group, click the sheet tab of the first worksheet in the group, press and hold the Shift key, then click the sheet tab of the last worksheet in the group.
To select a nonadjacent group, click the sheet tab of one worksheet in the group, press and hold the Ctrl key, then click the sheet tabs of the remaining worksheets in the group.
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6. Grouping and Ungrouping Worksheets (Cont.)
To ungroup the worksheets, click the sheet tab of a worksheet not in the group (or right-click the sheet tab of one worksheet in the group, then click Ungroup Sheets on the shortcut menu).
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7. Grouping and Ungrouping Worksheets (Cont.)
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8. Copying Worksheets to Another Workbook
Select the sheet tabs of the worksheets you want to copy.
Right-click the sheet tabs, and then click Move or Copy on the shortcut menu.
In the Move or Copy dialog box, select the worksheets you want to move or copy to another workbook.
Click the To book arrow, and then click an existing workbook name or (new book) to create a new workbook for the worksheets.
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9. Copying Worksheets to Another Workbook (Cont.)
Click the Create a copy check box to insert a check mark if you want to copy the worksheets to another workbook, leaving the originals in the current workbook; uncheck the Create a copy check box to move the worksheets.
Click the OK button.
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10. Entering a Formula that References Another Worksheet
Click the cell where you want to enter the formula.
Type = and enter the formula. To insert a reference from another worksheet, click the sheet tab for the worksheet, and then click the cell or select the range you want to reference.
When the formula is complete, press the Enter key.

11. Entering a Formula that References Another Worksheet (Cont.)

12. Using 3-D References to Add Values Across Worksheets
A 3-D reference refers to the same cell or range in multiple worksheets in the same workbook.
Click the cell where you want to enter the formula.
Type = to begin the formula, type the name of the function, and then type ( to indicate the beginning of the argument).
Click the sheet tab for the first worksheet in the worksheet range, press and hold the Shift key, and then click the tab for the last worksheet in the worksheet range.
Select the cell or range to reference, and then press the Enter key.
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13. Using 3-D References to Add Values Across Worksheets (Cont.)
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14. Printing a Worksheet Group
Select the worksheets you wish to print.
If necessary, change the page setup.
Print the worksheet group.
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15. Linking Workbooks
A link is a connection between files that allows data to be transferred from one file to the other.
When two files are linked, the source file is the workbook that contains the data, and the destination file (sometimes referred to as the dependent file) is the workbook that receives the data.
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16. Linking Workbooks (Cont.)
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17. Arranging Workbooks
In the Window group on the View tab, click the Arrange All button.
Select the desired option for arranging the workbook: Tiled, Horizontal, Vertical, or Cascade.
When arranging multiple workbooks, uncheck the Windows of active workbook option unless you are arranging worksheets within one workbook.
Click the OK button.
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18. External References in Formulas
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19. Updating Linked Workbooks
When workbooks are linked, it is important that the data in the destination file accurately reflects the contents of the source file.
If both the source and destination files are open when you make a change, the destination file is updated automatically.
If the destination file is closed when you make a change in the source file, you choose whether to update the link to display the current values when you open the destination file or continue to display the older values from the destination file.
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20. Opening Destination Workbooks with Source Workbooks Closed
After making the necessary changes, click the Data tab on the Ribbon, and then click the Edit Links button.
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21. Creating an Excel Workspace
A workspace is an Excel file that saves information about all of the currently opened workbooks, such as their locations, window sizes, zoom magnifications, and other settings.
To create a workspace, open all workbooks, click the View tab on the Ribbon, click Arrange All, click Cascade, and then click OK.
Click the Save Workspace button on the View tab.
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22. Creating a Hyperlink
A hyperlink is a link in a file, such as a workbook, to information within that file or another file.
Select the text, graphic, or cell in which you want to insert the hyperlink.
In the Links group on the Insert tab, click the Hyperlink button.
To link to a file or Web page, click Existing File or Web Page in the Link to list, then select the file or Web page from the Look in box.
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23. Creating a Hyperlink (Cont.)
To link to a location in the current workbook, click Place in This Document in the Link to list, then select the worksheet, cell, or range in the current workbook.
To link to a new document, click Create New Document in the Link to list, and then specify the filename and path of the new document.
To link to an address, click Address in the Link to list, and then enter the address of the recipient and a subject line for the message.
Click the OK button.
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24. Templates
An Excel workbook that has labels, formats, and formulas already build into it is called a template.
Click the Office Button, and then click New.
In the Templates pane, click a template category for the type of workbook you want to create.
In the center pane, click the template you want to use, and then click the Download button.
Click the Continue button to let Microsoft verify your software.
Save the workbook with a new filename.
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25. Templates (Cont.)
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26. Creating a Custom Workbook Template
A custom template is a workbook template you create that is ready to run with the formulas for all calculations included as well as all formatting.
Prepare the workbook: enter values, text, and formulas as needed; apply formatting; and replace data values with zeros or blank cells.
Click the Office Button, and then click Save As.
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27. Creating a Custom Workbook Template (Cont.)
In the File name box, enter the template name.
Click the Save as type button, and then click Excel Template.
Save the file in the Templates folder or select an alternative folder location.
Click the Save button.
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28. Creating a Custom Workbook Template (Cont.)
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29. Saving a Workbook as a Web Page
You can convert Excel workbooks, worksheets, or ranges into Web pages that can be placed on the Web to be viewed by others.
Click the Office Button, and then click Save As.
Click the Save as type button, and then click Web Page or Single File Web Page.
Click the Publish button.
Click the Choose arrow, and select which portion of the workbook you want to publish as a Web page.
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30. Saving a Workbook as a Web Page (Cont.)
Click the Change button to change the title of the Web page.
Click the Browse button to change the filename and location for the Web page.
Check or clear the AutoRepublish every time this workbook is saved check box.
Check or clear the Open published web page in browser check box.
Click the Publish button.
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31. Saving a Workbook as a Web Page (Cont.)
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32. Using Advanced Functions, Conditional Formatting, and Filtering

33. Objectives Evaluate a single condition using the IF function.
Evaluate multiple conditions using the AND function.
Calculate different series of outcomes by nesting IF functions.
Test whether one or more conditions are true with the OR function.
Return values from a table with the VLOOKUP function.
Check for duplicate values using conditional formatting
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34. Objectives (Cont.)
Check for data entry errors using the IFERROR function.
Summarize data using the COUNTIF, SUMIF, and AVERAGEIF functions.
Review the COUNTIFS, SUMIFS, and AVERAGEIFS functions.
Use advanced filters.
Summarize data using Database functions.
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35. Working with Logical Functions
IF Function
IF(logical_test, value_if_true, [value_if_false])
AND Function
=IF(AND(G2="FT",M2>=1),K2*0.03,0)
Structured References
You can replace the specific cell or range address with a structured reference, the actual table name or column header
=SUM(Employee[Annual Salary])
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36. Working with Logical Functions (Cont.)
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37. Working with Logical Functions (Cont.)
A nested IF function is when one IF function is placed inside another IF function to test an additional condition
=IF([Pay Grade]=1,2500,IF([Pay Grade]=2,5000, IF([Pay Grade]=3, 7500,"Invalid pay grade")))
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38. Working with Logical Functions (Cont.)
The OR function is a logical function that returns a TRUE value if any of the logical conditions are true and a FALSE value if all the logical conditions are false
=IF(OR([Years Service]<1,[Annual Salary]>100000),0, IF([Pay Grade]=1,$T$1,IF([Pay Grade]=2,$T$2, IF([Pay Grade]=3,$T$3,"Invalid pay grade"))))
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39. Using Lookup Tables and Functions
A lookup table is a table that organizes data you want to retrieve into different categories.
The categories for the lookup table, called compare values, are located in the table’s first column or row.
To retrieve a particular value from the table, a lookup value (the value you are trying to find) needs to match the compare values.
VLOOKUP(lookup_value, table_array, col_index_num, [range_lookup])
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40. Using Lookup Tables and Functions (Cont.)
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41. Using Lookup Tables and Functions (Cont.)
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42. Highlighting Duplicate Records with a Custom Format
Select the column you want to search for duplicates.
In the Styles group on the Home tab, click the Conditional Formatting button, point to Highlight Cells Rules, and then click Duplicate Values.
Click the values with arrow, then click Custom Format.
In the Format Cells dialog box, set the formatting you want to use.
Click the OK button in each dialog box
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43. Highlighting Duplicate Records with a Custom Format (Cont.)
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44. Using the Conditional Formatting Rules Manager
Each time you create a conditional format, you are defining a conditional formatting rule.
A rule specifies the type of condition (such as formatting cells greater than a specified value), the type of formatting when that condition occurs.
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45. Using the IFERROR Function
Error values such as #DIV/0!, #N/A, and #VALUE! indicate that some element in a formula or a cell referenced in a formula is preventing Excel from returning a calculated value.
The IFERROR function can determine if a cell contains an error value and display the message you choose rather than the default error value.
=IFERROR(VLOOKUP(L2,HealthPlanRates,2,False)*12 ,"Invalid code")
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46. Using the IFERROR Function (Cont.)
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47. Summarizing Data Conditionally
You can calculate the number of cells in a range that match criteria you specify using the COUNTIF function, which is sometimes referred to as a conditional count.
=COUNTIF(range,criteria)
You can add the values in a range that meet criteria you specify using the SUMIF function, which is also called a conditional sum.
=SUMIF(range,criteria[,sum_range])
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48. Summarizing Data Conditionally (Cont.)
You use the AVERAGEIF function to calculate the average of values in a range that meet criteria you specify.
=AVERAGEIF(range,criteria[,average_range])
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49. Summarizing Data Conditionally (Cont.)
The COUNTIFS function counts the number of cells within a range that meet multiple criteria
COUNTIFS(criteria_range1,criteria1[,criteria_range2, criteria2...])
The SUMIFS function adds values in a range that meet multiple criteria
SUMIFS(sum_range,criteria_range1,criteria1[,criteria_ range2, criteria2...])
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50. Summarizing Data Conditionally (Cont.)
The AVERAGEIFS function calculates the average of values within a range of cells that meet multiple conditions
AVERAGEIFS(average_range,criteria_range1,criteria1 [,criteria_range2, criteria2...])
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51. Using Advanced Filtering
Advanced filtering, similar to filtering, displays a subset of the rows in a table or range of data.
The criteria range is an area in a worksheet, separate from the range of data or Excel table, used to specify the criteria for the data to be displayed after the filter is applied to the table.
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52. Using Advanced Filtering (Cont.)
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53. Using Advanced Filtering (Cont.)
Click the Data tab on the Ribbon, and then, in the Sort & Filter group, click the Advanced button
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54. Using Database Functions to Summarize Data
Functions that perform summary data analysis (SUM, AVERAGE, COUNT, and so on) on a table of values based on criteria that you set are called the Database functions, or Dfunctions.
DfunctionName(table range, column to summarize, criteria range).
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55. Using Database Functions to Summarize Data (Cont.)
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56. Using Database Functions to Summarize Data (Cont.)
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57. END