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Advanced Excel 365: Including ChatGPT Tips

✍ Scribed by Ritu Arora


Publisher
Mercury Learning and Information LLC
Year
2024
Tongue
English
Leaves
140
Category
Library

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✦ Synopsis


This book provides practical knowledge, hands-on examples, and step-by-step instructions to master the capabilities of Excel, harness VBA for customization, and integrate ChatGPT for intelligent conversations. The book provides a thorough overview of Excel including navigating the interface, mastering array formulas and essential functions, completing repetitive tasks, exploring macros, and using ChatGPT for content generation and advanced data analysis. This book is ideal for beginners and experienced users, including data analysts, financial professionals, and anyone seeking to enhance their Excel skills with VBA and AI integration.

FEATURES

Master array formulas, e.g., VLOOKUP, INDEX MATCH, and other essential functions
Automate repetitive tasks and enhance productivity with powerful macros
Features step-by-step tutorials, clear instructions and practical examples for mastering Excel, VBA, and ChatGPT
Includes best practices for integrating AI and automation into your workflows

✦ Table of Contents


Contents

Preface

Acknowledgments

About the Author

CHAPTER 1:OVERVIEW OF EXCEL 2021

Introduction

Structure

Objectives

Components of the Excel Window

Backstage View

Saving and Sharing Files Online

Interacting with Excel

Working with Default Settings

Formatting of Tables

Paste Special Preview

Flash Fill

Quick Data Analysis

Data Mining

TAT Saving Techniques

Conclusion

Exercises

CHAPTER 2:CELL REFERENCES AND RANGE

Introduction

Structure

Objectives

Using Different Types of References

Types of Cell Reference

Relative Cell Reference

Absolute Cell References

Mixed Cell Reference

Named Range

Creating a Named Range

Editing Named Ranges

Deleting Named Ranges

Conclusion

Exercises

CHAPTER 3:WORKING WITH FORMULAS AND FUNCTIONS

Introduction

Structure

Objectives

Using Formulas in a Worksheet

Array Formula

Using Functions

Example

IF Function

Example

Nested IF

Example

IF With AND

Syntax

IF With OR

IF With NOT

Lookup Functions

VLOOKUP

HLOOKUP

Making VLOOKUP Dynamic

Using the Column Function in VLOOKUP

Using the Match Function in VLOOKUP

Index

Index-Match

Conclusion

Exercise

CHAPTER 4:DATA VALIDATION

Introduction

Structure

Objectives

Trace Precedents

Trace Dependents

How to Use Trace Dependents

Setting Data Validation Rules

Methods of Data Validation

Creating a List

Conclusion

Exercises

CHAPTER 5:PROTECTION

Introduction

Structure

Objectives

Employee Information System

Protecting a Worksheet by Using Passwords

Protecting a Workbook

Protecting a Part of a Worksheet

Password Protecting a File

Conclusion

Exercises

CHAPTER 6:SORTING A DATABASE

Introduction

Structure

Objectives

Definition of Sorting

Simple Sort

Multilevel Sort

Customized Sort

Conclusion

Exercises

CHAPTER 7:FILTERING A DATABASE

Introduction

Structure

Objectives

Filters

AutoFilter

Number, Text, or Date Filters

Filtering a List Using Advanced Filter

Filtering Unique Records

Conclusion

Exercise

CHAPTER 8:SUBTOTALS AND DATA CONSOLIDATION

Introduction

Structure

Objectives

Subtotals

Display Subtotal at a Single Level

Displaying Nested Subtotal

Consolidate Data

Example of Consolidated Data

Conclusion

Exercises

Region: East

Region: West

Region: South

CHAPTER 9:PIVOT TABLES

Introduction

Structure

Objectives

Examining Pivot Tables

Recommended Pivot Table

Creating a Pivot Table

Percent of Grand Total

Group Items in a Pivot Table

Grouping of Dates

Monthly Report

Create a Graph Using Pivot Data

Weekly Report

Grouping of Numbers (Creating Slabs)

Slicer

Timeline

Power View

Power Pivot

Benefits of Data Model

Creating a Pivot Table Using Power Pivot

Conclusion

Exercises

CHAPTER 10:CONDITIONAL FORMATTING

Introduction

Structure

Objectives

Conditional Formatting

Conditional Formatting Using Cell Values (Column-based Conditional Formatting)

Conditional Formatting Using Formula (Record-based Conditional Formatting)

Icon Set

Formulas with Multiple Conditions

Apply a Conditional Formula Based on a Different Sheet’s Cell Reference

Conclusion

Exercises

CHAPTER 11:WHAT-IF ANALYSIS

Introduction

Structure

Objectives

Goal Seek

Using the Goal Seek Command

Projecting Figures Using a Data Table

One-Variable Data Tables

Two-Variable Data Tables

What-if Scenarios

Creating Scenarios

Create a Scenario Summary Report

Delete a Scenario

Display a Scenario

Merge Scenarios from Another Worksheet

Protecting Scenarios

Conclusion

Exercises

Task 1: Goal Seek

Task 2: Data Table

Task 3: Scenario Manager

CHAPTER 12:WORKING WITH MULTIPLE WORKSHEETS, WORKBOOKS, AND APPLICATIONS

Introduction

Structure

Objectives

Links Between Different Worksheets

Sheetname!Reference

Creating Links Between Different Software

Auditing Features

Dependent and Precedent Cells

Workgroup Collaboration

Sharing Workbooks

Merging Workbooks

Tracking Changes

Creating Hyperlinks

Creating Links to a Different File

Conclusion

Exercises

CHAPTER 13:WORKING WITH CHARTS

Introduction

Structure

Objectives

Creating Charts Using Chart Tools

Chart Designs

Adding Titles and Values in Charts Using Chart Tools

Formatting Charts

Charts for Data

Chart Templates

Chart Filter Option

Waterfall Chart

Recommendations

Sparklines

Create a Sparkline

Customize Sparklines

Change the Style of Sparklines

Conclusion

Exercises

CHAPTER 14:CREATING AND RECORDING MACROS IN VBA

Introduction

Structure

Objectives

Introduction to VBA

Uses of VBA

Introduction to Macros

Creating a Macro

Adding a Developer Tab on the Ribbon

Recording a Macro

Defining a Macro

Macro Storage

Macro Shortcut

Macro Description

Stop Recording

Relative Reference Macro

Scenario 1

Running Your Macro

Running the Macro by Name

Scenario 2

Scenario 3

Conclusion

Exercises

CHAPTER 15:ASSIGNING BUTTONS TO MACROS

Introduction

Structure

Objectives

Creating Buttons on the Quick Access Toolbar

Modifying Menus or Buttons

Scenario 4

Creating a Button in the Excel Worksheet

Scenario 5

Editing the Recorded Macros

Scenario 6

Scenario 7

Scenario 8

Practice 1

Practice 2

Conclusion

Exercises

CHAPTER 16:FUNCTIONS AND SUBROUTINES IN VBA

Introduction

Structure

Objectives

Writing Procedures

Visual Basic Editor

Project Explorer Keyboard Shortcuts

Inserting Modules

Writing Code Inside Modules

Sub Procedure

Macro

Function Procedure

Scenario 9

Branching a Procedure

Use If…Then...Endif

Use If...Then...Else…Endif

Use If...Then...Elseif…Then…Else…Endif OR Select Case… End

Scenario 10

Scenario 11

Scenario 12

Scenario 13

Scenario 14

Conclusion

Exercises

CHAPTER 17:CONDITIONAL STATEMENTS IN VBA

Introduction

Structure

Objectives

If…End If

Example

Select Case

Example

Select Case vs. If … End If

Conclusion

Exercises

CHAPTER 18:VARIABLES AND DATA TYPES IN VBA

Introduction

Structure

Objectives

Variables and Constants

Variables

Constant

Declaring Variables and Constants

Data Types of Variables and Constants

Using the Option Explicit Statement

Message Box and Input Box

Selecting and Activating Cells

Selecting and Activating Rows and Columns

Working with Sheets

Working with a Workbook

Working with the Application Object

Scenario 15

Scenario 16

Conclusion

Exercise

CHAPTER 19:LOOPING STRUCTURES IN VBA

Introduction

Structure

Objectives

Using Loops (Repeating Action)

Choosing a Loop to Use

Using Do…Loop Statements

Repeating Statements While a Condition is True

Checking Condition Before You Enter the Loop

Checking Condition After the Loop Has Run at Least Once

Scenario 17

Using For…Next Statements

Syntax

Scenario 18

Using For Each… Next Statements

Syntax

Scenario 19

Scenario 20

Scenario 21

Scenario 22

Scenario 23

Scenario 24

Auto-Executed Macros

Practice 3

Practice 4

Scenario 25

Scenario 26

Scenario 27

Conclusion

Exercises

CHAPTER 20:ARRAYS AND COLLECTIONS IN VBA

Introduction

Structure

Objectives

Arrays

Declaring the Arrays

Syntax

Example

Using Arrays

Array Indexing

Declaring a Dynamic Array

Syntax

Resizing a Dynamic Array

Array Example

Conclusion

Exercises

CHAPTER 21:DEBUGGING AND ERROR HANDLING IN VBA

Introduction

Structure

Objectives

Errors

Error Handling

Scenario 28

Error Number

Scenario 29

Debugging the Macro

Conclusion

Exercises

CHAPTER 22:USER FORMS AND USER INPUT IN VBS

Introduction

Structure

Objectives

User Forms

Creating User Forms

Adding Other Controls

Handling Events for the Control

Scenario 30

Conclusion

Exercises

CHAPTER 23:ADVANCED VBA TECHNIQUES AND BEST PRACTICES

Introduction

Structure

Objectives

Code to Set Initial Values for the Control

Code for Option Buttons

Code for Insert Button

Double-click Insert Button

Code to Show User Form

Add-Ins

Scenario 31

Code for the Change Case Form

Creating Menu with Code

Conclusion

Exercises

CHAPTER 24:BUILDING CUSTOM ADD-INS WITH VBA

Introduction

Structure

Objectives

Protecting Your Add-Ins with a Password

Using Add-Ins

Conclusion

Exercises

CHAPTER 25:CHATGPT WITH EXCEL

Introduction

Structure

Objectives

Using ChatGPT With Excel

Conclusion

Exercises

INDEX

✦ Subjects


Advanced Excel 365, Including ChatGPT Tips, best practices


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