Updating the previous edition's tips to include features in Excel 2013, this new edition of Mr. Excel's popular software guide even incorporates suggestions sent in by readers. Each featured topic has a problem statement and description, followed by a broad strategy for solving the problem. Mr. Excel then walks readers through the specific steps to solve the issue. Alternate strategies are also provided, along with common scenarios that trip users up, leaving readers with not only answers to their specific dilemmas but also new and quicker ways to use formulas and spreadsheets.
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Bill Jelen is the host of www.MrExcel.com, a Microsoft MVP, and writes the monthly Excel column for Strategic Finance Magazine. He is the author of 44 books about Excel. He lives in Akron, Ohio.
PART 1 THE EXCEL ENVIRONMENT
WHAT IS OFFICE 365? DO I HAVE TO WORK IN A BROWSER?
Problem: My company says they are switching to Office 365. Does that mean I have to edit all of my workbooks online?
Strategy: No. When you get Office 365, you get the full version of Excel 2013. It streams to your computer. You are not stuck working in a browser. You can keep saving your workbooks locally on your own computer or company network. Optionally, if you have to work on a file at home, you can securely save it to your OneDrive account and then open the file from home.
The PR people at Microsoft tell this story: Back in the 1930's, people were afraid of banks, so they kept their money under the mattress. If there was a house fire, their savings were lost. Microsoft says that people keeping their files on the local hard drive is a similar situation: if there is a catastrophe, you local hard drive and the backup media are all going to be lost. I am not quite sure I buy the analogy just yet. After all, the FDIC insures my money in the bank. I don't see an FDIC for data yet.
What's In It For Me: You can get new features sooner. For the last decade, Microsoft would release a version of Office every 3 years. All of the teams: Excel, Word, PowerPoint all had to coordinate and release on the same day. It is inefficient. The Excel team might dream up a new feature, code it, and then you have to wait 3 years to get it. With Office 365, you always get the latest bits. There is discussion that Excel 2015 will be the last large release of Excel. After that, it will all me incremental updates.
As one tiny part of Office 365, you do get to use online versions of Word, Excel, and PowerPoint. These are versions of Excel running in a browser. They work great in an emergency (you are visiting grandma and she doesn't have Excel). In fact, the Excel Web App does a few things better than regular Excel. You can create online surveys. You can have 20 co-workers all working in the same spreadsheet at the same time. Read more about these features later.
WHY DO I HAVE TO SIGN IN TO EXCEL 2013?
Problem: What is the deal with signing in to Office? Any why do they want my Facebook info in Excel?
Strategy: Even if you are not using Office 365 to subscribe to Office, Excel will ask you to store your Office account information in the File, Account pane. This is not some attempt to harvest e-mails so they can spam you about the next MrExcel Power Excel seminar. There are actually good things that happen when you sign in on all of your computers:
• Recent files that you save to OneDrive will appear in the recent list of all of your computers. If you were working on a file at work and save it to the cloud, it will be available when you get home. No more forgetting the USB drive at the office.
• Ribbon customizations are carried through to all of your computers.
• You have a picture of yourself in the Excel window, in case you forget who you are.
4. You are signed in to Office.
Saving your Flickr & Facebook information allows you to Insert, Online Pictures and easily add photos that you've uploaded to the file sharing sites.
WHY FACEBOOK, LINKEDIN AND TWITTER?
Problem: Why would I connect Excel 2013 to Twitter?
Strategy: You can tweet your workbooks for public use. Follow these steps:
1. Go to File, Accounts and enter credentials for Facebook,
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