Microsoft®

Excel 2013 Advanced

Quick Reference Card

PivotTable Elements PivotTable Layout

PivotTable Fields PivotTable Fields Pane
Pane
The PivotTable Fields pane controls how
Active PivotTable Fields Pane
data is represented in the PivotTable.
Options
Click anywhere in the PivotTable to
activate the pane. It includes a Search
field, a scrolling list of fields (these are
Tools the column headings in the data range
Menu used to create the PivotTable), and four
Field areas in which fields are placed. These
List four areas include:

Filters: If a field is placed in the

Filters area, a menu appears above
the PivotTable. Each unique value
from the field is an item in the
menu, which can be used to filter
PivotTable data.

Column Labels: The unique

values for the fields placed in the
Columns area appear as column
headings along the top of the
PivotTable.

Row Labels: The unique values

PivotTable Field for the fields placed in the Rows
Areas area appear as row headings along
the left side of the PivotTable.
PivotTables PivotCharts
Values: The values are the “meat”
Create a PivotTable: Select the data range to Create a PivotChart: Click any cell in a of the PivotTable, or the actual
be used by the PivotTable. Click the Insert tab PivotTable and click the Analyze tab on the data that’s calculated for the fields
on the ribbon and click the PivotTable button ribbon. Click the PivotChart button in the Tools placed in the rows and/or columns
in the Tables group. Verify the range and click group. Select a PivotChart type and click OK. area. Values are most often
OK. numeric calculations.
Modify PivotChart Data: Drag fields into and out
Add Multiple PivotTable Fields: Click a field in of the field areas in the task pane. Not all PivotTables will have a field in
the field list and drag it to one of the four each area, and sometimes there will be
PivotTable areas that contains one or more Refresh a PivotChart: With the PivotChart multiple fields in a single area.
fields. selected, click the Analyze tab on the ribbon.
Click the Refresh button in the Data group. The Layout Group
Filter PivotTables: Click and drag a field from
the field list into the Filters area. Click the field’s Modify PivotChart Elements: With the
list arrow above the PivotTable and select the PivotChart selected, click the Design tab on the
value(s) you want to filter. ribbon. Click the Add Chart Element button in
the Chart Elements group and select the item(s)
Group PivotTable Values: Select a cell in the you want to add to the chart.
PivotTable that contains a value you want to
group by. Click the Analyze tab on the ribbon Apply a PivotChart Style: Select the PivotChart Subtotals: Show or hide subtotals and
and click the Group Field button. Specify and click the Design tab on the ribbon. Select a specify their location in the PivotTable.
how the PivotTable should be grouped and click style from the gallery in the Chart Styles group.
OK. Grand Totals: Add or remove grand total
Update the Chart Type: With the PivotChart rows for columns and/or rows.
Refresh a PivotTable: With the PivotTable selected, click the Design tab on the ribbon. Click
selected, click the Analyze tab on the ribbon. the Change Chart Type button in the Type Report Layout: Adjust the report layout
Click the Refresh button in the Data group. group. Select a new chart type and click OK. to show in compact, outline, or tabular
form.
Format a PivotTable: With the PivotTable Enable PivotChart Drill Down: Click the
selected, use the options on the Design tab to Analyze tab. Click the Field Buttons list arrow Blank Rows: Emphasize groups of data
adjust the PivotTable styles and style options. in the Show/Hide group and select Show by manually adding blank rows between
Expand/Collapse Entire Field Buttons. grouped items.

CustomGuide B2C English Ó 2018 CustomGuide, Inc.

 Macros Troubleshoot Formulas Advanced Formulas
Enable the Developer Tab: Click the File tab The Watch Window: Select the cell you want Nested Functions: A nested function is when
and select Options. Select Customize to watch. Click the Formulas tab on the one function is tucked inside another function
Ribbon at the left. Check the Developer ribbon and click the Watch Window button. as one of its arguments. It looks like this:
check box and click OK. Click the Add Watch button. Ensure the
correct cell is identified and click Add. =IF(D2>AVERAGE(B2:B10),“Yes”,”No”)
Macro Naming Rules:
Evaluate a Formula: Select a cell with a Initial Nested Result Result
• The first character must be a letter. formula to evaluate. Click the Formulas tab on Function Function If ‘True’ If ‘False’
• Only letters, numbers, and underscores are the ribbon and click the Evaluate Formula
accepted. button. Click the Evaluate button as many
The Vlookup Function: The Vlookup function
times as required to locate the error.
• Spaces, periods, and special characters =VLOOKUP(lookup_value, table_array,
are not allowed. col_index_num, [range_lookup]) looks for a
Advanced Formatting value you specify in the first column of data
• The name can’t exceed 255 characters; it’s and then returns a value in the same row from
best practice to keep it under 25. Customize Conditional Formatting: Click a column you specify.
the Conditional Formatting button on the
Record a Macro: Click the Developer tab on Home tab and select New Rule in the menu.
the ribbon and click the Record Macro Select a rule type and then edit the styles and
button. Type a name, description and specify values. Click OK.
where to save it. Click OK. Complete the steps
to be recorded. Click the Stop Recording Edit a Conditional Formatting Rule: Click
button on the Developer tab. the Conditional Formatting button on the
Home tab and select Manage Rules. Select
Run a Macro: Click the Developer tab on the the rule you want to edit and click Edit Rule.
ribbon and click the Macros button. Select Make your changes to the rule. Click OK.
the macro and click Run.
Change the Order of Conditional Logical Functions: Use a logical function
Edit a Macro: Click the Developer tab on the Formatting Rules: Click the Conditional such as And, Or, or Not when you want to
ribbon and click the Macros button. Select carry out more than one comparison in a
Formatting button on the Home tab and
a macro and click the Edit button. Make the formula.
select Manage Rules. Select the rule you
necessary changes to the Visual Basic code want to re-sequence. Click the Move Up or
and click the Save button. The Sumif and Averageif Functions: Use
Move Down arrow until the rule is the Sumif and Averageif functions when you
positioned correctly. Click OK. only want to find a sum or average if a certain
Delete a Macro: Click the Developer tab on
the ribbon and click the Macros button. condition is met. A different result will be
International Number Formats: Select the
Select a macro and click the Delete button. generated if the condition is not met.
cell(s) you want to format. Click the Number
group’s dialog box launcher on the Home The Index and Match Functions: The Index
Macro Security: Click the Developer tab on
tab. Select Currency or Accounting and and Max functions combine to form a function
the ribbon and click the Macro Security
modify the symbol. Or, select Date or Time more powerful than Vlookup. They allow you to
button. Select a security level and click OK.
and update the Locale. Click OK. return any value in a range based on vertical
and horizontal criteria. The syntax looks like
Troubleshoot Formulas Customize Workbook Themes: Click the
this: =INDEX(range, MATCH(lookup_value,
Page Layout tab. Apply the desired theme
Common Formula Errors: lookup_range, match_type)).
colors, fonts, and effects. Click the Themes
button and select Save Current Theme. Enter
• ####### - The column isn’t wide enough a name for the custom theme and click Save. Analyze Data
to display all cell data.
Insert Form Controls: Click the Developer Goal Seek: Click the Data tab on the ribbon.
• #NAME? - The text in the formula isn’t
tab on the ribbon. Click the Insert button in Click the What-If Analysis button and
recognized.
the Controls group and select a form control. select Goal Seek. Specify the desired value for
• #VALUE! - There is an error with one or Click and drag to place the form control. Right- the given cell and which cell can be changed
more formula arguments. click the form control and select Format to reach the desired result. Click OK.
• #DIV/0 - The formula is trying to divide a Control. Modify the form control settings and
Scenario Manger: Click the Data tab on the
value by 0. click OK.
ribbon. Click the What-If Analysis button
• #REF! - The formula references a cell that and select Scenario Manager. Click the Add
no longer exists. Advanced Formulas button. Give the scenario a name and specify
which cells can change to reach the desired
Trace Precedents: Click the cell containing Formula Calculation Options: Click the
result. Click OK. If desired, add additional
the value you want to trace and click the Formulas tab on the ribbon. Click the
scenarios to view other possible results.
Formulas tab on the ribbon. Click the Trace Calculation Options button in the
Precedents button to see which cells affect Calculation group and select a calculation Consolidate Data: Select a cell in the
the value in the selected cell. option: spreadsheet where you want to place the
consolidated data. Click the Data tab on the
Jan Total • Automatic: Calculates a formula instantly
Feb ribbon and click the Consolidate Data
when entered in a sheet.
6,010 7,010 13,020 button. Select the function you want to perform
• Automatic Except for Data Tables: on the consolidated data using the Function
Error Checking: Select a cell containing an Calculates a formula in a sheet instantly. list. Type a cell range into the Reference field
error. Click the Formulas tab on the ribbon Data tables are only calculated when a for a set of cells to include in the consolidation.
and click the Error Checking button in the change is made. Click Add. Include additional references for all
Formula Auditing group. Use the dialog to • Manual: Only calculates a formula when the data ranges you wish to consolidate. Click
locate and fix the error. manually prompted. OK.

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