Microsoft®

Excel 2019 Intermediate

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Chart Elements Chart Options

Chart Chart Types
Chart Title Elements
Column: Used to compare
different values vertically side-by-
Chart side. Each value is represented in
Styles the chart by a vertical bar.

Data Line: Used to illustrate trends

Bar Chart over time (days, months, years).
Filters Each value is plotted as a point
on the chart and values are
connected by a line.

Chart Pie: Useful for showing values as

Area a percentage of a whole when all
the values add up to 100%. The
values for each item are
represented by different colors.
Gridline
Bar: Similar to column charts,
except they display information in
horizontal bars rather than in
Axis vertical columns.
Titles
Area: Similar to line charts,
except the areas beneath the
Legend
lines are filled with color.

XY (Scatter): Used to plot

Charts Charts clusters of values using single
points. Multiple items can be
Create a Chart: Select the cell range that contains Insert a Sparkline: Select the cells you want to plotted by using different colored
the data you want to chart. Click the Insert tab on summarize. Click the Insert tab and select the points or different point symbols.
the ribbon. Click a chart type button in the Charts sparkline you want to insert. In the Location Range
group and select the chart you want to insert. field, enter the cell or cell range to place the Stock: Effective for reporting the
sparkline and click OK. fluctuation of stock prices, such
Move or Resize a Chart: Select the chart. Place as the high, low, and closing
the cursor over the chart’s border and, with the 4- Create a Dual Axis Chart: Select the cell range you points for a certain day.
headed arrow showing, click and drag to move want to chart, click the Insert tab, click the
it. Or, click and drag a sizing handle to resize it. Combo button, and select a combo chart type. Surface: Useful for finding
optimum combinations between
Change the Chart Type: Select the chart and click two sets of data. Colors and
Print and Distribute patterns indicate values that are
the Design tab. Click the Change Chart Type
button and select a different chart. Set the Page Size: Click the Page Layout tab. in the same range.
Click the Size button and select a page size.
Filter a Chart: With the chart you want to filter Additional Chart Elements
selected, click the Filter button next to it. Set the Print Area: Select the cell range you want
Deselect the items you want to hide from the chart to print. Click the Page Layout tab, click the Print Data Labels: Display values from the cells
view and click the Apply button. Area button, and select Set Print Area. of the worksheet on the plot area of the
chart.
Position a Chart’s Legend: Select the chart, click Print Titles, Gridlines, and Headings: Click the
the Chart Elements button, click the Legend Page Layout tab. Click the Print Titles button Data Table: A table added next to the
button, and select a position for the legend. and set which items you wish to print. chart that shows the worksheet data the
chart is illustrating.
Show or Hide Chart Elements: Select the chart Add a Header or Footer: Click the Insert tab and
and click the Chart Elements button. Then, click the Header & Footer button. Complete the Error Bars: Help you quickly identify
use the check boxes to show or hide each header and footer fields. standard deviations and error margins.
element.
Adjust Margins and Orientation: Click the Page Trendline: Identifies the trend of the
Insert a Trendline: Select the chart where you Layout tab. Click the Margins button to select current data, not actual values. Can also
want to add a trendline. Click the Design tab on from a list of common page margins. Click the identify forecasts for future data.
the ribbon and click the Add Chart Element Orientation button to choose Portrait or
button. Select Trendline from the menu. Landscape orientation.

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Intermediate Formulas Manage Data Tables
Absolute References: Absolute references Export Data: Click the File tab. At the left, Remove Duplicate Values: Click any cell in the
always refer to the same cell, even if the select Export and click Change File Type. table and click the Data tab on the ribbon.
formula is moved. In the formula bar, add dollar Select the file type you want to export the data Click the Remove Duplicates button.
signs ($) to the reference you want to remain to and click Save As. Select which columns you want to check for
absolute (for example, $A$1 makes the duplicates and click OK.
column and row remain constant). Import Data: Click the Data tab on the ribbon
and click the Get Data button. Select the Insert a Slicer: With any cell in the table
Name a Cell or Range: Select the cell(s), click category and data type, and then the file you selected, click the Design tab on the ribbon.
the Name box in the Formula bar, type a name want to import. Click Import, verify the Click the Insert Slicer button. Select the
for the cell or range, and press Enter. Names preview, and then click the Load button. columns you want to use as slicers and click
can be used in formulas instead of cell OK.
addresses, for example: =B4*Rate. Use the Quick Analysis Tools: Select the cell
range you want to summarize. Click the Quick Table Style Options: Click any cell in the table.
Reference Other Worksheets: To reference Analysis button that appears. Select the Click the Design tab on the ribbon and select
another worksheet in a formula, add an analysis tool you want to use. Choose from an option in the Table Style Options group.
exclamation point ‘!’ after the sheet name in formatting, charts, totals, tables, or sparklines.
the formula, for example: Intermediate Formatting
=FebruarySales!B4. Outline and Subtotal: Click the Data tab on the
ribbon and click the Subtotal button. Use Apply Conditional Formatting: Select the cells
Reference Other Workbooks: To reference the dialog box to define which column you want you want to format. On the Home tab, click the
another workbook in a formula, add brackets to subtotal and the calculation you want to use. Conditional Formatting button. Select a
‘[ ]’ around the file name in the formula, for Click OK. conditional formatting category and then the
example: rule you want to use. Specify the format to
=[FebruarySales.xlsx]Sheet1!$B$4. Use Flash Fill: Click in the cell to the right of the
apply and click OK.
cell(s) where you want to extract or combine
Order of Operations: When calculating a data. Start typing the data in the column. When Apply Cell Styles: Select the cell(s) you want to
formula, Excel performs operations in the a pattern is recognized, Excel predicts the format. On the Home tab, click the Cell Styles
following order: Parentheses, Exponents, remaining values for the column. Press Enter button and select a style from the menu.
Multiplication and Division, and finally Addition to accept the Flash Fill values. You can also select New Cell Style to define a
and Subtraction (as they appear left to right). custom style.
Use this mnemonic device to remember them: Create a Data Validation Rule: Select the cells
you want to validate. Click the Data tab and Apply a Workbook Theme: Click the Page
Please Parentheses click the Data Validation button. Click the Layout tab on the ribbon. Click the Themes
Allow list arrow and select the data you want button and select a theme from the menu.
Excuse Exponents
to allow. Set additional validation criteria
My Multiplication options and click OK.
Collaborate with Excel
Dear Division
Tables Add a Cell Comment: Click the cell where you
Aunt Addition want to add a comment. Click the Review tab
Format a Cell Range as a Table: Select the on the ribbon and click the New Comment
Sally Subtraction cells you want to apply table formatting to. button. Type your comment and then click
Click the Format as Table button in the outside of it to save the text.
Concatenate Text: Use the CONCAT function Styles group of the Home tab and select a table
=CONCAT(text1,text2,…) to join the text format from the gallery. Invite People to Collaborate: Click the Share
from multiple cells into a single cell. Use the
button on the ribbon. Enter the email
arguments within the function to define the text
addresses of people you want to share the
you want to combine as well as any spaces or
workbook with. Click the permissions button,
punctuation.
select a permission level, and click Apply.
Payment Function: Use the PMT function Type a short message and click Send.
=PMT(rate,nper,pv,…) to calculate a loan
Co-author Workbooks: When another user
amount. Use the arguments within the function
opens the workbook, click the user’s picture or
to define the loan rate, number of periods, and
initials on the ribbon, to see what they are
present value and Excel calculates the
editing. Cells being edited by others appear
payment amount.
Sort Data: Select a cell in the column you want with a colored border or shading.
Date Functions: Date functions are used to to sort. Click the Sort & Filter button on the
Home tab. Select a sort order or select Protect a Worksheet: Before protecting a
add a specific date to a cell. Some common
Custom Sort to define specific sort criteria. worksheet, you need to unlock any cells you
date functions in Excel include:
want to remain editable after the protection is
Date =DATE(year,month,day) Filter Data: Click the filter arrow for the applied. Then, click the Review tab on the
column you want to filter. Uncheck the boxes ribbon and click the Protect Sheet button.
Today =TODAY() for any data you want to hide. Click OK. Select what you want to remain editable after
the sheet is protected.
Now =NOW() Add Table Rows or Columns: Select a cell in
the row or column next to where you want to Add a Workbook Password: Click the File tab
Display Worksheet Formulas: Click the add blank cells. Click the Insert button list and select Save As. Click Browse to select a
Formulas tab on the ribbon and then click the arrow on the Home tab. Select either Insert save location. Click the Tools button in the
Show Formulas button. Click the Show Table Rows Above or Insert Table Columns dialog box and select General Options. Set a
Formulas button again to turn off the to the Left. password to open and/or modify the workbook.
formula view. Click OK.

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