Course details
This tips-based course will show Excel users productivity-boosting tricks, cool hidden features, need-to-know functions, and advanced content on subjects such as using PivotTables for data analysis. Tune in every Tuesday for a new tip from expert Dennis Taylor. Each tutorial is a short, self-contained lesson guaranteed to give you new insights into Excel.
Note: Because this is an ongoing series, viewers will not receive a certificate of completion.
Instructor
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Dennis Taylor
Excel author at LinkedIn Learning
Dennis Taylor is an Excel expert who has 25+ years of experience in spreadsheet authoring and training.
Dennis has experience working as an author, speaker, seminar leader, and facilitator. Since the mid-90s, he has been the author/presenter of numerous Excel video and online courses and has traveled throughout the U.S. and Canada presenting over 300 seminars and classes. He has authored or co-authored multiple books on spreadsheet software and has presented over 500 Excel webinars to a diversity of audiences. Dennis has worked with hundreds of different corporations and governmental agencies as well as colleges and universities. He lives in Boulder, Colorado.
Skills covered in this course
Viewers of this course
Make dynamic presentations with rapid expand/collapse detail features in outlining
- [Instructor] Excel has an outlining capability, and it's particularly useful during presentations. You might also encounter outlining if you work with Excel's subtotal feature. On this worksheet, I've got some budget projections for the year 2022, and I'd like to start my presentation to a group of analysts, without showing them all this detail. And manually, ahead of time, I certainly could hide columns B, C, and D, and the other monthly columns as well, to show only the quarterly totals. And I might also want to hide those expenses. But during the presentation, I want to reveal some of those numbers, I don't want to have to go through the Excel command sequences for hiding and unhiding columns and rows. With the outlining capability, we'll show you how that's much easier and simpler. In this worksheet are a number of formulas. In column E, the tabulate data from the previous three months, and similarly in column I and M, and Q, same idea. And there are also totals in some of the rows that are tabulating data from above. Simply clicking within the data, we can go to the data tab in the ribbon, then off to the right, you'll see the outline group. We want to click the arrow, not the icon, but the arrow underneath group. Drop arrow, auto outline, and immediately, what we see are outlining symbols and numbers, both above, and to the left, of our worksheet data. The vertical numbers one, two, three, I'm going to click the two, and we collapse the data to not share those monthly totals. The horizontal numbers, one, two, three, four relate to the rows. I'm going to click number three, we collapsed some of the data, clicking number two, we're collapsing even more. If I were to click the number one both here, and also in the vertical one, two, three, clicking the one there, we're down to very little information. So, I probably wouldn't start with this display. I'm going to click the number two on the vertical one, two, three, and also on the horizontal one through four, perhaps start my presentation this way. And so, at different times during the presentation, I can reveal more data, I'll click the number three on the vertical one, two, three, and maybe click the number three also on the horizontal, or show all the data, clicking the number four on the horizontal. So, at different times, we'll have the ability to display more, or less, of the information. And while displaying a certain portion of this, suppose I'm displaying this much, and this much, if at certain points I want to hide those symbols, Ctrl + 8 hides them or brings them back. And many of you know that you can hide the ribbon menu system. If you want to hide the entire ribbon menu system, Ctrl + Shift + F1, we could do that too. And within that, we could be pressing Ctrl + 8 too, if we wished. And possibly, in doing that, we could zoom in to show the data larger. So, Ctrl + Shift + F1 will bring back the entire menu system. If you simply want to hide the icons, Ctrl + F1, that's going to be helpful too. And during the presentation, if we want some detail, for example, on just the third quarter, there's a plus right here above third quarter, we'll click that and reveal the detail for that. We might also want to do that for the second quarter, and compare the two possibly. Or at some point, we don't need that detail, here's the minus above that that we can click. Maybe we're not interested in the detail for expenses right now, there's a minus to the left of row 33. Click that, there we go. Or we want to see the detail, click the plus. So, we have that capability as well too. So, at different times, this whole idea of being able to collapse and expand the data quickly and easily, without going through the Excel command sequences, is really valuable. If at some point here we are either finished with our presentation, or we need to adjust one of the real numbers, or one of our formulas, we want to essentially clear the outline. And there, we go to that same outline group on the data tab, and click the drop arrow for ungroup, and choose clear outline. And we're back to a normal display. Now, in the next worksheet over, called appliance sales, I've got about 900 rows or so here. It is sorted, left to right, by salesperson, region, product, and customer. And I'd like to get subtotals, first of all by salesperson. So this time, in that same outline group, I'll go to subtotal. At each change in salesperson, I want totals for items and amount, typically you'll use sum, but you could use other functions as well. Click OK. You see outlining numbers to the left, one, two, three, I'll click the two, and there are those subtotals. But I want subtotals also for region. So, I'll go back to the subtotal button, and this time, region, also sum, items and amount, we want to make sure not to replace the current subtotals, make sure that box is unchecked. Click OK, and I've got a double set. And we could have a third here too, because I also sorted by product. Same general idea, click OK. And now, we have five outlining numbers. Number two shows the data this way, three, and four. And at different times here too, we might expand a portion of this, if we're looking for more detail here on televisions, click the plus here. Those are televisions just in the Northeast, for Bill Babowsky, but we're seeing that detail, and we can expand and collapse this in a variety of different ways. If at some point, if you're finished using the feature, you go back to subtotal, and simply remove all. And by the way, you cannot use that subtotal feature if your data has been converted to a table, and of course, this data had not been converted to a table. So, we've seen two valuable uses of the outlining capability, one as a byproduct of using the subtotal feature, and in the prior example on the previous worksheet, using a large list, that quick ability to expand and collapse the view. Really powerful, and easy to use during a presentation particularly, but also even when you're just analyzing the data.
Practice while you learn with exercise files
Download the files the instructor uses to teach the course. Follow along and learn by watching, listening and practicing.
- 164_Percent_change_and_Goal_Seek.zip
- Ex_Files_Excel_Tips_Weekly_2018_Q2.zip
- 166_COUNT_COUNTA_and_Status_Bar.zip
- 165_Fill_in_Blanks.zip
- Ex_Files_Excel_Tips_Weekly_2018_Q3.zip
- 162_Freeze_Panes_and_Split_Screens.zip
- 203_Mixed_Cell_Addresses.zip
- 202_Worksheet_Protection.zip
- 161_Custom_Lists.zip
- 201_Error_Checking_Indicators.zip
- 205_Displaying_Large_Values.zip
- 163_NETWORKDAYS_and_WORKDAY.zip
- 204_Filter_by_Selection.zip
- 160_Date_Format_Conversions.zip
- 159_Number_Formats.zip
- 200_Linking_Pictures.zip
- 199_Charts_and_Filters.zip
- 198_Weekdays_and_Weekends.zip
- 197_Helpful_Keystroke_Shortcuts.zip
- 157_Comments_and_Reminders.zip
- 156_Date_Time_Formats.zip
- 196_Double_and_Triple_Spaced_Printing.zip
- 195_TRIM_and_CLEAN.zip
- 194_LEN_and_REPT.zip
- 158_Replace_Format_or_Content.zip
- 155_Default_Chart_Type_and_Chart_Templates.zip
- 154_Phone_and_ZipCode_Formats.zip
- 192_PivotTable_Settings.zip
- 151_Chart_gridlines_and_borders.zip
- 150_Mixed_References.zip
- 153_Expand_Collapse_PivotTables.zip
- 190_Solver.zip
- 152_INDIRECT_Intersection_RangeNames.zip
- 191_Columns_Widths.zip
- 149_Decimals_and_Fractions.zip
- 194_Watch_Window.zip
- 189_Alt_Key_Shortcuts.zip
- 123_Book1.zip
- 186_Sort_by_Moving_Columns.zip
- 185_Unintentional_Entries.zip
- 188_CONVERT_Function.zip
- 187_Cumulative_Totals.zip
- 184_Date_Calculations.zip
- 124_Quick_Charts.zip
- 183_New_Table_Style.zip
- 180_Table_Differences.zip
- 179_Date_Proximity_Formatting_final.zip
- 182_FormattingOptions.zip
- 181_Avoiding_DIV_Error.zip
- 126_INDEX_Function.zip
- 127_Display_Tips.zip
- 128_Wrap_text_Merge_Indent.zip
- 129_Fill_Effects.zip
- 125_Heat_Maps.zip
- 134_Two_Way_Lookups.zip
- 178_Adjusting_Names.zip
- 130_Multiple_Worksheets.zip
- 131_Other_Font_Options.zip
- 132_WordArt_Variations.zip
- 133_Weekday_Weekend.zip
- 175_ROMAN_ARABIC.zip
- 174_EXACT_FIND_SEARCH_Functions.zip
- 177_Customize_the_Quick_Access_Toolbar.zip
- 176_Range_Names.zip
- 135_Borders_Gridlines.zip
- 173_YEAR_MONTH_DAY_WEEKDAY.zip
- 172_Abstract_Art_with_Random_Numbers_and_Excel_Charts.zip
- 189_Chart_based_on_a_Table.zip
- 169_PivotTable_Date_Grouping.zip
- 171_Zoom_and_Display_Variations.zip
- 170_Unique_and_Duplicate_Data.zip
- 168_Ranking_Data.zip
- 167_Excel_Sheet_Commands.zip
- Ex_Files_Excel_Tips_Weekly_2018_Q1.zip
- 206_ConditionalFormatting_and_DataValidation.zip
- 207_CheckBox_ConditionalFormatting.zip
- 208_Transpose.zip
- 209_Borders_Gridlines_Printing.zip
- 210_SmartArt.zip
- 211_GoTo_Special.zip
- 212_CEILINGandFLOOR.zip
- 213_Shapes_and_Stars.zip
- 214_Array_Constants_withVLOOKUP.zip
- 215_AdvancedFilter.zip
- 216_ArrayFormulaUpdates.zip
- 217_UNIQUE_function.zip
- 218_Sample_Data.zip
- 219_Utility_Macros.zip
- 220_SORT_and_SORTBY_Functions.zip
- 221_Themes.zip
- 222_Financial_Functions.zip
- 223_BlankCellsInCharts.zip
- 224_CondFormattingBreakpoints.zip
- 225_New_Formulas.zip
- 226_Sort_by_Color.zip
- 227_Special_Characters.zip
- 228_Icons.zip
- 229_Random_Functions.zip
- 230_Area_Charts.zip
- 231_People_Graph.zip
- 232_GrowingChart.zip
- 233_ScenarioManager.zip
- 234_Status_Bar.zip
- 235_Columns_and_Rows.zip
- 236_Dates_in_Charts.zip
- 237_Geographic_Maps.zip
- 238_Date_Time_Series.zip
- 239_Data_Validation_and_Filter.zip
- 240_Find_Select.zip
- 241_AverageCountSubscript.zip
- 242_CopyFormats.zip
- 243_XLOOKUP_Function.zip
- 244_PivotTable_Settings.zip
- 245_FilterYearDay.zip
- 246_Sheet_Names.zip
- 247_Phone_ZipFormats.zip
- 248_Time_Math.zip
- 249_Prevent_Locate_Duplicates.zip
- 250_EDate_EMonth_DatedIF.zip
- 251_Find_Highlight_Formula_cells.zip
- 252_Text_Columns_Flash_Fill.zip
- 253_Cumulative_Formulas.zip
- 254_XMATCH_Function.zip
- 255_Hidden_Visible_Data.zip
- 256_Macro_Highlight_Formula_Cells.zip
- 257_TODAY_NOW_Date_Functions.zip
- 258_Prevent_Duplicates.zip
- 259_Hide_cells_rows_columns_sheets.zip
- 260_Align_Arrange_Rotate_Shapes.zip
- 261_Worksheet_Statistics.zip
- 262_Re_scaling_Column_and_Line_Charts.zip
- 263_Fill_Justify_Wrap_Text.zip
- 264_Names_Based_On_Column_Row_Headings.zip
- 265_SUBSTITUTE_and_REPLACE_Functions.zip
- 266_Buttons_for_Conditional_Formatting.zip
- 267_Wildcards_Part_1_Filter_and_Commands.zip
- 268_Wildcards_Part_2_Functions_.zip
- 269_IFS_Function.zip
- 270_Chart_Formatting_Gap_Width_Shadow_Glow_3D.zip
- 271_Protect_Cell_Ranges.zip
- 272_Geography_Data.zip
- 273_SEQUENCE_function.zip
- 274_LEN_SUBSTITUTE_and_TRIM_functions.zip
- 275_List_Box.zip
- 276_COUNT_COUNTA_and_COUNTBLANK_functions.zip
- 277_Banded_Rows_or_Columns.zip
- 278_Dragging_cells_with_Ctrl_Shift_and_Alt_Keys.zip
- 279_SWITCH_function.zip
- 280_Chart_Design_Tools.zip
- 281_PivotTable_Analysis.zip
- 282_Subtotal.zip
- 283_AGGREGATE_Function.zip
- 284_The_F9_Key.zip
- 285_XLOOKUP_XMATCH.zip
- 286_Paste_Special_Options.zip
- 287_Data_Entry_Tips.zip
- 288_LET_function.zip
- 289_Create_Worksheets_Fast.zip
- 290_MovingAverage.zip
- 291_Error_Checking_Functions.zip
- 292_Line_Wrap_and_Wrap_Text.zip
- 293_Cell_Colors_Patterns_Effects.zip
- 294_Dynamic_Arrays.zip
- 295_Fonts.zip
- 296_3D_Formulas.zip
- 297_Date_Formats.zip
- 298_Cell_Precedents.zip
- 299_Date_Controls_with_Data_Validation.zip
- 300_Managing_Duplicate_Data.zip
- 301_New_Data_Types.zip
- 302_FILTER_and_UNIQUE_functions.zip
- 303_UPPER_lower_Proper.zip
- 304_Custom_Filter.zip
- 26_01_Column_and_Bar_Charts.zip
- 26_02_Powers_and_Roots.zip
- 26_03_ISTEXT_ISNUMBER_ISNONTEXT.zip
- 26_04_Function_Names.zip
- 26_05_SUM_SUMPRODUCT_SUMIF.zip
- 26_06_Binary_Octal_Decimal_Hexadecimal.zip
- 26_07_Numeric_Formatting.zip
- 26_08_Dates_and_the_1930_2029_split.zip
- 26_09_Wildcard_lookups_XLOOKUP_and_XMATCH.zip
- 26_10_Slicers_Analysis.zip
- 26_11_Heat_Maps.zip
- 26_12_Validation_with_UNIQUE_and_SORT_functions.zip
- 26_13_Clustered_vs_Stacked_Chart_Types.zip
- 27_01_XLOOKUP.zip
- 27_02_Update_Date_Entries.zip
- 27_03_Eliminate_Spaces_and_Special_Characters.zip
- 27_04_Create_Range_Names_From_Headings.zip
- 27_05_Date_Series_Creation.zip
- 27_06_LAMBDA_Function.zip
- 27_07_Goal_Seek.zip
- 27_08_Sort_by_Custom_List.zip
- 27_09_INDIRECT_function.zip
- 27_10_Holiday_Calculations.zip
- 27_11_Paste_Special_Drag_Options.zip
- 27_12_SS_Numbers.zip
- 28_01_Five_Invaluable_Keystroke_Shortcuts.zip
- 28_02_New_Formula_Techniques.zip
- 28_03_Time_differencees.zip
- 28_04_Zoom_Techniques.zip
- 28_05_Outlining_Tools.zip