40 Excel Tips For Becoming A Spreadsheet Pro - PCMag
40 Excel Tips For Becoming A Spreadsheet Pro - PCMag
Spreadsheet Pro
Microsoft's spreadsheet program can do way
more than you might realize. Become an Excel
guru in no time with these 40 hacks and tricks.
Few people on Earth could ever say they've completely mastered
everything about Microsoft Excel. As the world's premier
spreadsheet software, it has been the industry standard for over 35
years, replacing the once-venerable Lotus 1-2-3, the first killer app
for PCs in the 1980s.
Don't think that Excel is just for numbers. Plenty of people populate
Excel's seemingly infinite grids with data, using it as a flat-file
database. It can make a relatively effective contact manager or full-
blown customer relationship manager. Not to mention the array of
excellent-looking charts it can generate with the right (or even
:
wrong!) data.
One thing almost every Excel user has in common: not knowing
enough. There are so many ways to slice and dice data that it's
impossible to discuss them all. Entire books are written on the topic.
But it's easy to master some of the more interesting and intricate tips
that will make your time using the program easier and will make you
look like a guru. Bone up on any or all of these tricks to excel at
Excel.
Let's say you change not only the wrapping in a cell, but also the
entire look—the font, the color, whatever. Now you want to apply that
look to many, many other cells. The trick is the Format Painter tool,
the one that is on the Home tab that looks like a paintbrush.
Select the sell you like, click the paintbrush icon, and then click on
a different cell to paint in the format—they'll match in looks, not in
content. Want to apply it to multiple tabs? Double-click the
paintbrush icon, then click away on multiple cells.
If you've got multiple cells with text overruns, select them all before
you click Wrap Text. Or, select all the cells before you even type in
them and click Wrap Text. Then whatever you type in the future will
wrap.
If you've got a sheet full of truncated cells (with no text wrap) that no
one can read, manually clicking column and row headers one by one
helps with readability but could take a while. Instead, do a Ctrl+A to
select all then tap Alt+HOI (hit the letters in that order). That will
autofit all the columns. Then use Alt+HOA to autofit the rows. Every
cell will be instantly readable, though you may need to use the
scrollbar to see everything on the sheet. You can also find those
commands using Home > Format > Autofit Row Height or AutoFit
Column Width.
Even better—try Auto Fill without much of a pattern. Again, pick a cell
or cells, move to the fill handle, right-click, and drag. You'll get a
menu of options. The more data you input at first, the better the Fill
Series option will do creating your AutoFill options. Check out this
Microsoft tutorial.
(Credit: PCMag/Microsoft)
Flash Fill will smartly fill a column based on the pattern of data it sees
in the first column (it helps if the top row is a unique header row). For
example, if the first column is all phone numbers that are formatted
like "21255554111" and you want them to all look like "(212)-555-
4111," start typing. By the second cell, Excel should recognize the
:
pattern and display what it thinks you want. Just hit enter to use
them.
This works with numbers, names, dates, etc. If the second cell
doesn't give you an accurate range, type some more—the pattern
might be hard to recognize. Then go to the Data tab and click the
Flash Fill button.
Ctrl+Shift to Select
There are faster ways to select a dataset than using the mouse and
dragging the cursor, especially in a spreadsheet that could contain
hundreds of thousands of rows or columns. Click in the first cell you
want to select and hold down Ctrl+Shift, then hit either the down
arrow to get all the data in the column below, up arrow to get all the
data above, or left or right arrow to get everything in the row (to the
left or right, of course). Combine the directions, and you can get a
whole column as well as everything in the rows on the left or right.
It'll only select cells with data (even invisible data).
If you use Ctrl+Shift+End, the cursor will jump to the lowest right-
hand cell with data, selecting everything in between, even blank
cells. So if the cursor is in the upper-left cell (A1), that's everything.
If you hold down the Alt key, you get to drag the data right off the
worksheet—move the mouse cursor to a tab at the bottom, and when
it opens, you can drop the data there.
Text to Columns
(Credit: PCMag/Microsoft)
Say you've got a single column full of names, first next to last, but
you want two columns that break them out. Select the data, then on
the Data tab (at the top) click Text to Columns. Choose to separate
them by either delimiters (based on spaces or commas—great for
CSV data values) or by a fixed width. Fixed width is utilized when all
the data is crammed into the first column, but separated by a fixed
number of spaces or period. The rest is like magic, with extra options
for certain numbers.
:
Paste Special to Transpose
You've got a bunch of rows. You want them to be columns. Or vice
versa. You would go nuts moving things cell by cell. Copy that data,
select Paste Special, check the Transpose box, and click OK to
paste it into a different orientation. Columns become rows, rows
become columns.
Let's say you've got a huge set of numbers in decimal format you
want to show as percentages. The problem is, that numeral 1
shouldn't be 100%. But that's what Excel gives you if you click the
Percent Style button (or hit Ctrl-Shift-%). You want that 1 to be 1%.
So you have to divide it by 100. That's where Paste Special comes
in.
First, type 100 in a cell and copy it. Then, select all the numbers you
want reformatted, select Paste Special, click the "Divide" radio
button, and boom goes the dynamite: you've got numbers converted
to percentages. This also works to instantly add, subtract, or multiply
numbers, too.
Some elements, like the actual text in the legends and titles, won't
translate unless they're part of the data selected. You will get all the
font and color selections, embedded graphics, even the series
options (like a drop shadow or glow around a chart element).
:
Use Graphics in Charts
(Credit: PCMag/Microsoft)
You can put a graphic in any element of an Excel chart. Any element.
Each bar, piece of pie, etc., can support its own image. For example,
put a state flag on a pie chart (select the slice, using the Series
Options fly-out menu, and select "Picture or texture fill"), or
embed a logo (place it with the Insert tab's Pictures button). You
can even go with "no fill," which makes a slice of a pie chart
"disappear."
There is also a Hide button on the View tab menu at top. What
happens when you click that? It hides the entire workbook you're
using. It looks like you closed the file, but Excel keeps running. When
you close the program, it'll ask if you want to save changes to the
hidden workbook. When you go to open the file, Excel gives you
what appears to be a blank workbook—until you click Unhide again.
The trick is, when you record the macro, in the "Store macro in"
field, you should select "Personal Macro Workbook."
Pivot! Pivot!
:
(Credit: PCMag/Microsoft)
To create a PivotTable, check that all the columns and rows are titled
the way they should be, and then select PivotTable on the Insert
tab. Better yet, try the Recommended PivotTables option to see if
Excel can pick the right kind for you. Or try the PivotChart, which
creates a PivotTable with an included graph to make it easier to
understand.
A floating menu will appear; pick a data point. The data becomes a
permanent floating menu that you can use to quickly narrow down
results. Modify each floating slicer via the Slicer tab that will now
appear. You can hold the control button down to select more than
one item, and easily clear selections by clicking the funnel with a
slash icon at the upper right. Right-click the slicer to go to
settings and turn off Display Header if you don't need the header, or
change it to show something else.
(Credit: PCMag/Microsoft)
A table in Excel is when you take raw rows/columns of data and slap
a format on it that makes it easily sortable. As noted above, you can
quickly turn whatever data you select into a table with Quick
Analysis. But if you take the time to go to the Home tab to select
Format as Table, you'll see a vast array of other table designs that
might work better for you (some with header rows and columns,
some without). This is also where you go to change a table's format.
If you've got a style you'd like to try, go directly in the menu to New
Table Style and create your own. In the future, it will appear at the
:
top of the menu under the Custom banner.
Screenshot Insertion
Excel makes it ultra-easy to take a screenshot of any other open
program on your desktop and insert it into a worksheet. Just go to
Insert tab, select Screenshot, and you'll get a drop-down menu
displaying a thumbnail of all the open programs. Pick one to insert
the full-sized image. Resize it as desired.
Yes, you can insert images into Excel easily. But what if that picture is
full of data you want to place in a spreadsheet—as in, you took a
picture of a spreadsheet? You could re-type it all, but that's going to
take forever. And unnecessary. Go to Data > From Picture > Picture
From File to import, or do it from the clipboard if you want to take a
screenshot (Data > From Picture > Picture From Clipboard) which
is handy if you see a sample sheet on a website. You'll see a pane
called Data from Picture display the import analysis happening in
real-time, and then the data will appear in your worksheet.
If you don 't want that, paste it as a graphic. Use Word's own Paste
Special tool for that. Or, when taking it from Excel, go to the Home
tab at top, select the Copy menu, and use the Copy as Picture
option. Then you can paste the graphic into any program at all.
(Credit: PCMag/Microsoft)
When you write a formula, you reference cells by their position, such
:
as A1. If you copy a formula and paste it in the next cell down, Excel
shifts that referenced cell, so it will say A2 instead. To prevent
shifting, use the dollar sign ($). Type $A1 and cut and paste it to a
new cell, for example, which prevents a shift in the column (A); A$1
prevents the shift in the row (1), and $A$1 prevents the shift change
in any direction when copying a formula.
This is handy when you have a single cell to use in a whole bunch of
formulas. Say you want to divide everything by 100. You could do a
formula like =(A1/100), but that means you can't change the 100
easily across the board. Put the 100 in cell B1 and use =(A1/B1)—but
then when you cut and paste it down, it turns to =(A2/B2), then =
(A3/B3), etc. The $ fixes that: =(A1/$B$1) can be cut and pasted
down a row, but the $B$1 reference never changes. Then you can
change the value of 100 in the cell as needed to experiment with
other changes.
Keep your finger on Ctrl and click as many cells as you like, the
status bar will continue to show the sum for all the cells. (Click a cell
with letters/words as the content, it gets ignored.)
Better yet, right click the status bar to get the Customize Status
Bar menu and choose to add other elements that can be quick-
calculated, such as seeing the average or count of how many cells
you clicked (or the numerical count, which is how many cells you
clicked that actually have numbers).
Go to the View tab and look for Freeze Panes. You can easily just
freeze the top row (select Freeze Top Row) or first column (select
Freeze First Column). You can do both at once by clicking the cell
at B2 and just selecting Freeze Panes. This is where it gets fun—
select any other cell and also Freeze all the panes above and left of
it. Select cell C3 for example and the two rows above and two
columns to the left won't scroll. You can see it in the screenshot
above, indicated by the darkened grid lines.
When you want to get rid of the frozen cells, select Unfreeze Panes
from the menu.
It's easy. In the View tab, click New Window. You can also click
Arrange All to get them ordered on screen in a way that works for
you. Type something into a cell in one window, you can see it appear
in the other window. This trick is especially handy with dual monitors.
(Credit: PCMag/Microsoft)
You'll now get an Import Data dialog box asking if you want this to
be in a table, a PivotTable Report, or a regular PivotTable. You can
also choose to put it in a new worksheet or an existing worksheet.
Wait a while; it can take time if it's a big set of files. Once done, all
your files will be one, with an added column showing the name of the
original data file, in case you need to narrow things down further.
To change it later, right click the cell to select Edit Hyperlink. You
can also Remove Hyperlink. Once you've made a bunch of linked
cells, you can copy and paste them into other sheets in the
workbook, so the links appear wherever you work.
(Credit: PCMag/Microsoft)
You can go crazy with this and actually paste in data that crosses
:
multiple cells. To do this, after you copy it, select a bunch of tabs
using CTRL, then pick Fill (on the File tab at top) > Across
Worksheets. (This works incredibly well when you link to tabs, as in
the tip above, so you can create a linkable menu that appears on
each sheet.)
Are you stuck with only Copilot Pro for getting AI help with Excel?
Definitely not.
Make sure to specify that you need the AI-created formula to work in
Excel, or if you need it to work in both Excel and Google Sheets, if
:
that's important. Be explicit and clear—reference your existing data
so it knows, for example, that people's gross pay rate is in column F,
while their net pay is column G—that kind of thing. Then copy and
paste the formula generated into the appropriate cell in your
spreadsheet. Just be sure to check it over for accuracy before you
replicate it in a full column or row.
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