MOS Excel Expert (Office 2019) key terms
MOS Excel Expert (Office 2019) · Get comfortable with the vocabulary.
- Custom Ribbon
- Related: Office Open XML Package, Trust Center
A user-interface modification created by editing the workbook's XML parts to add, hide, or reorder tabs and groups. It travels with the file rather than with the application installation.
- Office Open XML Package
- Related: Custom Ribbon, Document Inspector
The zip-based file container that holds a workbook's parts, such as worksheets, styles, and custom UI XML. Renaming a copy to .zip lets you inspect and edit those parts directly.
- Trust Center
- Related: Trusted Location, Macro Security Level
The settings area controlling macro security, trusted locations, protected view, and add-in behavior for all workbooks opened on the machine. Policy here decides whether code runs or is blocked.
- Trusted Location
- Related: Trust Center, Protected View
A folder or network path the user marks as safe, so files opened from it skip Protected View and macro blocking. Useful for a controlled macro library shared by a team.
- Protected View
- Related: Trusted Location, Mark as Final
A read-only sandbox in which files from the internet or unsafe locations open, with editing and macros disabled until the user enables content. It limits damage from malicious files.
- Mark as Final
- Related: Protected View, Document Inspector
A document property that flags a workbook as finished, making it read-only and showing a notification bar. It is advisory only; anyone can turn the flag off again.
- Document Inspector
- Related: Mark as Final, Office Open XML Package
A tool that finds and removes hidden content such as comments, personal information, invisible rows, and off-sheet metadata before a workbook is shared externally.
- Compatibility Mode
- Related: Office Open XML Package, Dynamic Array
A state shown when a workbook uses an older file format, disabling newer features such as certain functions and chart types. Converting to the current format removes the restriction.
- Macro Security Level
- Related: Trust Center, Digital Signature
The setting that decides whether VBA code runs automatically, prompts the user, or is disabled. Digital signatures and trusted locations can override the default behavior.
- Digital Signature
- Related: Macro Security Level, Trust Center
A cryptographic certificate attached to a macro project or workbook that identifies the publisher and confirms the file has not been altered since signing.
- Workbook Calculation Mode
- Related: Volatile Function, Data Table
The setting that controls when formulas recalculate: automatically, automatically except for data tables, or only when the user requests it. Manual mode speeds up very large models.
- Flash Fill
- Related: Text to Columns, Power Query
A pattern-recognition feature that fills a column based on examples you type, splitting or combining text without formulas. It works best when the pattern is consistent across rows.
- Text to Columns
- Related: Flash Fill, Power Query
A wizard that splits one column into several using a fixed width or a delimiter such as comma or semicolon. The source column is overwritten unless a destination is specified.
- Data Validation
- Related: Named Range, Conditional Formatting
Rules that restrict what can be entered in a cell, such as a list, whole-number range, or date limit, optionally with an input message and error alert.
- Conditional Formatting
- Related: Data Validation, Slicer
Formatting applied automatically when a cell value or formula meets a rule, such as highlighting duplicates or coloring data bars. Rules can be layered, prioritized, and stopped.
- Named Range
- Related: Structured Reference, Data Validation
A descriptive label assigned to a cell or range so formulas and validation lists can refer to it by name instead of an address. Names can be workbook-wide or sheet-scoped.
- Structured Reference
- Related: Excel Table, Named Range
Table-aware syntax that names columns instead of cell addresses, such as Sales[Amount]. References expand automatically as rows are added or removed from the table.
- Excel Table
- Related: Structured Reference, PivotTable
A range converted to a table object, gaining filter buttons, banded rows, automatic expansion, and structured references. Tables are the preferred source for PivotTables and charts.
- Remove Duplicates
- Related: Advanced Filter, Excel Table
A command that deletes rows sharing identical values in the selected columns, keeping the first occurrence. It changes the data permanently, unlike a filter.
- Advanced Filter
- Related: Remove Duplicates, Criteria Range
A filter that uses a separate criteria range, supports complex AND/OR logic across columns, and can copy results to another location without altering the source.
- Criteria Range
- Related: Advanced Filter, Database Function
A block of cells containing column headings and condition values that drives an Advanced Filter or database function. Rows of criteria are joined by OR; columns by AND.
- Power Query
- Related: Data Model, Flash Fill
The built-in data transformation engine that connects to sources, cleans and reshapes data through recorded steps, and loads the result to a table or data model.
- Subtotal
- Related: AGGREGATE Function, Excel Table
An outline feature that inserts grouped totals and collapse buttons for sorted data, using the SUBTOTAL function so hidden rows are excluded from the result.
- AGGREGATE Function
- Related: Subtotal, Volatile Function
A function that performs calculations such as sum or average while optionally ignoring errors, hidden rows, or nested SUBTOTAL results, controlled by its second argument.
- Dynamic Array
- Related: Spill Range, LAMBDA Function
A formula result that spills into neighboring cells automatically, as with UNIQUE, SORT, or FILTER. The spill range is referenced with the hash operator.
- Spill Range
- Related: Dynamic Array, Implicit Intersection
The block of cells a dynamic array formula fills. Referencing the anchor cell with # addresses the whole block, and a #REF! error appears if the area is blocked.
- Implicit Intersection
- Related: Spill Range, Dynamic Array
The behavior where a formula expecting one value silently returns the item from the same row or column as the formula cell. The @ operator forces this deliberately.
- LAMBDA Function
- Related: Dynamic Array, LET Function
A way to define a reusable custom calculation from a formula, with named parameters, without VBA. It can be saved as a named function for use across the workbook.
- LET Function
- Related: LAMBDA Function, Volatile Function
Assigns names to intermediate results inside a formula so each is computed once and the formula stays readable. It often improves performance in long calculations.
- XLOOKUP
- Related: INDEX and MATCH, Dynamic Array
A lookup function that searches a range for a value and returns the matching item from another range, with built-in handling for not-found results and match modes.
- INDEX and MATCH
- Related: XLOOKUP, Array Formula
A combined lookup pattern where MATCH finds a position and INDEX returns the value at that position. It works left-to-right or right-to-left and is robust to column insertion.
- Array Formula
- Related: Dynamic Array, INDEX and MATCH
A formula that processes multiple values at once and, in older Excel, required Ctrl+Shift+Enter. Legacy array formulas show braces and can be replaced by dynamic arrays.
- Volatile Function
- Related: Workbook Calculation Mode, AGGREGATE Function
A function such as NOW, TODAY, OFFSET, INDIRECT, or RAND that recalculates every time any calculation occurs, even if its inputs have not changed.
- Macro Recorder
- Related: VBA Module, Relative Reference Recording
A tool that captures keystrokes and clicks as VBA code in a module. The generated code is often verbose and needs editing to be general and reliable.
- VBA Module
- Related: Event Procedure, Macro Recorder
A container for procedure code inside a workbook project. Standard modules hold general macros, while sheet and ThisWorkbook modules hold event-driven procedures.
- Event Procedure
- Related: VBA Module, Relative Reference Recording
VBA code that runs automatically in response to an action, such as opening the workbook or changing a cell. It must sit in the correct object module to fire.
- Relative Reference Recording
- Related: Macro Recorder, VBA Module
A recorder mode that stores movements relative to the starting cell rather than absolute addresses, so the macro can be reused at any position in the sheet.
- PivotTable
- Related: Data Model, Slicer
An interactive summary that groups and aggregates source data by dragging fields into row, column, value, and filter areas, without writing formulas.
- Data Model
- Related: Power Query, PivotTable
An in-memory relational layer inside the workbook that stores tables and relationships, letting PivotTables and Power Pivot analyze millions of rows and multiple sources.
- Slicer
- Related: Timeline, PivotTable
A floating button control that filters a PivotTable, PivotChart, or table by clicking values. It shows current selection state and can be linked to several pivots.
- Timeline
- Related: Slicer, PivotTable
A filter control for date fields that lets users select a period such as a month or quarter with a slider, applying to connected PivotTables.
- Calculated Field
- Related: Calculated Item, PivotTable
A formula added to a PivotTable that computes a new value from existing fields, evaluated at the source-row level before aggregation rather than on displayed totals.
- Calculated Item
- Related: Calculated Field, PivotTable
A custom member inside a PivotTable row or column field that combines existing items, such as grouping two products into a category. It cannot be used with grouped fields.
- Combo Chart
- Related: Secondary Axis, Chart Template
A chart that plots two or more series with different chart types on shared or secondary axes, commonly columns for amounts and a line for percentage.
- Secondary Axis
- Related: Combo Chart, Chart Template
An additional value axis on the opposite side of a chart, used when series have very different scales. It is enabled per series in the Format Series pane.
- Chart Template
- Related: Combo Chart, Sparkline
A saved file of chart formatting that can be applied to new charts to keep a consistent look. It stores colors, fonts, and layout but not the data.
- Sparkline
- Related: Chart Template, PivotChart
A tiny chart drawn inside a single cell that shows a trend across a row or column of values. It is formatted through its own dedicated ribbon tab.
- PivotChart
- Related: PivotTable, Slicer
A chart bound to a PivotTable, sharing its filters and field layout. Dragging fields restructures the chart, and connected slicers filter both objects together.