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40 Excel Tips For Becoming A Spreadsheet Pro - PCMag

Excel tips

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0% found this document useful (0 votes)
66 views

40 Excel Tips For Becoming A Spreadsheet Pro - PCMag

Excel tips

Uploaded by

Suresh Umadi
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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40 Excel Tips for Becoming a

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.

Microsoft Excel's dominance as a spreadsheet has yet to be truly


tested, certainly not by Corel's Quattro Pro (still sold today
in WordPerfect Office), the open-source tools of LibreOffice, or
Apple's Numbers. Google might have an edge on the user numbers
but its online-and-app-only Sheets has nowhere near the power of
Excel running in full on a desktop. (You can also use a limited version
of Excel and other Office apps for free online, however.)

Desktop-based Excel simply does everything one could ask for in a


spreadsheet. The current Excel version, available as part of
a Microsoft 365 subscription and other bundles, remains a PCMag
Editors' Choice.

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.

Select Everything, Everywhere All At Once


Yes, you can select all the data in the worksheet your looking at with
a Ctrl-A. But you can also just click the little box at the upper left
corner, above the one, left of the A column, to do the same.

Paint Cells to a New Format


:
(Credit: PCMag/Microsoft)

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.

Add Line Breaks and Wrapping Text


Typing into spreadsheet cells can be frustrating, as the default for
text you type is to continue on forever, without wrapping back down
to a new line. You can change that. Create a new line by typing
Alt+Enter (hitting Enter alone takes you out of the cell). Or, click the
Wrap Text option under the Home tab, which means all text wraps
right at the edge of the cell you're in. Resize the row/column and the
text re-wraps to fit.

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.

Autofit All the Columns/Rows Instantly


:
(Credit: PCMag/Microsoft)

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.

AutoFill Your Cells


This is a no-brainer, but so easily overlooked. You start typing a
series of repetitive things like dates (1/1/23, 1/2/23, 1/3/23, etc.) and
you know you're in for a long day. Instead, begin the series and move
the cursor on the screen to the lower-right part of the last cell to get
:
the AutoFill handle—it looks like a plus sign (+). Click and drag to
select all the cells you want to fill. They'll magically fill using the
pattern you started. It can go up or down a column, or left or right on
a row.

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.

Flash Fill: Fastest Fill Alive

(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.

Ctrl+Shift+* (the asterisk) might be faster, as it will select the whole


contiguous data set of a worksheet, but it will stop at blank cells.

Drag That Data Around


Got a column you wish was a few columns to the left? Highlight the
column and move the cursor to the edge and when it turns into a
series of arrows pointing all directions, click and drag it where you
:
want. If it's over existing data, Excel will ask you first if you truly want
to do it. Press the Ctrl key before you drag it to copy the data to the
new spot, so you get a duplicate.

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.

Multiple Cells, Same Data


For some reason, you may have to write the same thing repeatedly in
cells in a worksheet. That's excruciating. Just click the entire set of
cells, either by dragging your cursor, or by holding the Ctrl key as
you click each. Type what you want on the last cell, then hit
Ctrl+Enter (not Enter alone)—what you typed goes into each
selected cell. This also works with formulas.

Paste Special With Formulas


:
(Credit: PCMag/Microsoft)

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.

Save Charts as Templates


Excel's ability to customize all graphs is exemplary. But when you
have to recreate a similar chart entirely from scratch, that's a pain.
Instead, once a chart is perfected, right-click on it. Select Save as
Template. Save a file with a CRTX extension in your default
Microsoft Excel Templates folder. Once done, simply re-apply that
template to new charts. Select the data you want to chart, go to the
Insert tab, click Recommended Charts > All Charts tab >
Templates folder. In the My Templates box, pick the one to apply,
then click OK.

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."

Clip art can be cut and pasted to an element—dollar bills to show


dollars spent, water drips for plumbing costs, that kind of thing.
Mixing and matching too many graphical elements makes a chart
impossible to read, but the options are worth some digital tinkering.
Have your resident graphic designer check them out before you use
them.

Work With Cells Across Worksheets


:
3D Reference works when you have multiple sheets in a workbook
that all have the same basic layout. For example, in cell B3, you
always have the dollar amount for the same corresponding week
over time.

On a new worksheet in the workbook, go to a cell and type a formula


like =sum('Y1:Y10'!B3). That indicates a SUM formula (adding things
up) for all the sheets that are titled Y1 to Y10 (so 10 years' worth),
and looking at cell B3 in each. The result will be the sum of all 10
years. It's a good way to make a master spreadsheet that refers back
to ever-changing data. It'll of course work with other functions, like
averages, counts, finding minimums and maximums, etc.

Hide in Plain Sight


It's easy to hide a row or column—just select the whole thing by
clicking the letter or number header, right-click, and select "Hide."
(You can unhide by selecting the columns to either side all at once,
right-clicking, and selecting "Unhide"). But what if you have just a
little section of inconveniently placed data you want to hide, but you
still want to be able to work with the data? Easy. Highlight the cells,
right-click, and choose Format Cells. On the Number tab at the
top, go to Category and select "Custom." Type three semicolons
(;;;) in the Type: field. Click OK. Now the numbers aren't visible, but
you can still use them in formulas.

Hide A Whole Sheet


:
(Credit: PCMag/Microsoft)

Your typical Excel workbook—the file you're working in—can get


loaded with plenty of worksheets (each indicated by a tab at the
bottom, which you can name). Hide a sheet if you want, rather than
delete it, making its data still available not only for reference, but also
available to formulas on other sheets in the workbook. Right-click
the tab and select Hide. When you need to find it again, go to the
View tab at top, click Unhide, and pick the sheet name from the list.

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.

Use the Personal Workbook for Macros


When you unhide an entire workbook, you'll probably see a
:
workbook listed you didn't know you hid: the Personal.XLSB file.
This is the personal workbook Excel created for you; it's opened as a
hidden workbook every time Excel starts. The reason to use it?
Macros.

When you create a macro, it doesn't work across every spreadsheet


you create by default (like it does in Microsoft Word)—a macro is tied
to the workbook it was created in. However, if you store the macro in
Personal.XLSB, it will be available all the time, in all your spreadsheet
files.

The trick is, when you record the macro, in the "Store macro in"
field, you should select "Personal Macro Workbook."

You record a macro by turning on the Developers tab—go to File


tab, select Options, click Customize Ribbon, then in the Main Tabs
box, check Developers, click OK.

Pivot! Pivot!
:
(Credit: PCMag/Microsoft)

Whole books have been devoted to PivotTables. They're summaries


of your giant collection of data, making it much easier to parse the
info based on your reference points. For example, if you've got the
entire set of grades for all your students across all tests for the whole
year, a PivotTable can narrow things down to one student for one
month. It behooves anyone with big data to play with them (make a
copy of the original data first).

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.

Drill Down on Pivot Table Sources


Want to know where some numbers came from on your pivot table?
Just double-click on the cell in the pivot. An entirely new tab
(worksheet) will be generated in your workbook. The contents of that
tab only shows the data that was used to calculate that single cell.
It's very handy when you can't understand why certain things appear
in the pivot.

Slice Into Some Data


:
(Credit: PCMag/Microsoft)

It doesn't matter if you're simply using a big, formatted table of data


in a worksheet, or a full-on pivot table that's equally stuffed, you can
filter the data down pretty fast and easy with a Slicer. Whenever
your cursor is in the table/pivot table, select Slicer from the Insert
tab, or on the PivotTable Analyze menu tap Insert Slicer, or right-
click on an entry in the pivot table fields and select Slicer.

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.

Perform Quick Analysis


:
If you don't know exactly what info you'd like to apply to data in
Excel, try the Quick Analysis menu to run through options. Select
the data and click on the Quick Analysis box that appear on the lower
right. You'll get a menu full of options to swiftly apply conditional
formatting, create charts, handle totals, show sparklines, and more.

Quickly Customize Your Data Table

(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.

Validate Data to Make Drop Downs


Creating a spreadsheet for others to use? If you want to create a
drop-down menu of selections to use in particular cells (so they
can't screw it up!), that's easy. Highlight the cell, go to the Data tab,
and click Data Validation. Under "Allow:" select "List." Then in the
"Source:" field, type a list, with commas between the options. Or,
click the button next to the Source field and go back into the same
sheet to select a data series—this is the best way to handle large
lists. You can hide that data later, it'll still work.

Data Validation is a good way to restrict data entered—for example,


give a date range, and people can't enter any dates before or after
what you specify. You can even create the error message they'll see.

Conditionally Format Tables


:
(Credit: PCMag/Microsoft)

Looking at a huge amount of data and wondering where the


highlights are? Who has the highest (or lowest) score, what the top
five are, etc.? Excel's Conditional Formatting will do show you with
from a border around the highlights to color coding the entire table.
It'll even build a graph into each cell to visualize the top and bottom
of the range of numbers at a glance. Use the Highlighted Cells
Rules sub-menu to create more rules to look for things, such as text
that contains a certain string of words, recurring dates, duplicate
values, etc. There's even a greater than/less than option to compare
number changes.

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.

Pull Data from Pictures


:
(Credit: PCMag/Microsoft)

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.

Insert Excel Data Into Word


Thirty-five years ago, the thought of placing data from Excel into
Word or PowerPoint was mind-blowing. Today, there's nothing to it.
Whether you're taking data cells or a full-blown graphical chart, copy
and paste it into the other program. The thing to be aware of is, this
is a link-and-embed process—if you change the data in the
:
spreadsheet, it'll change in the Word DOC or PowerPoint PPT.

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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.

Use a Dollar Sign ($) to Prevent Shift

(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.

Great Excel Shortcut Keys


Excel, like any great software, has many excellent keyboard
shortcuts. Here are some of the best.

Ctrl+; —Inserts today's date in a cell.

Ctrl+Shift+:—Inserts the current time (the colon is what is in a


clock reading, like 12:00).

Ctrl+Shift+#—Changes the format of a date.

Ctrl+5—Applies a strike-through (like this) to the text in a cell.

Ctrl+0— Hides the current column.

Ctrl+9—Hides the current row.


:
Ctrl+F6—Switches between open workbooks (that is, open
Excel files in different windows).

Ctrl+`—That's the accent mark, up by the 1 key. This combo


toggles the view in the sheet to show all the formulas.

Ctrl+PageUp or Ctrl+PageDown—Quick shifts between the


sheets in the currently open workbook.

F2—Start editing the current selected cell (much faster than


double-clicking).

Shift+F10—Opens the right-click menu for the cell you're in.

Shift+F2—You can add a comment to the cell.

Ctrl+Shift+V—This pastes whatever you copied as a value – so


if you copy a number that is generated by a formula, it pastes
just the final value, not the formula itself. (Ctrl+V would paste
the formula.)

Quickly Add Without Formulas


:
(Credit: PCMag/Microsoft)

Got numbers in a spreadsheet you want a quick calculation on,


without the hassle of going to a new cell and creating a SUM formula
for the job? Excel offers a quicker way. Click the first cell, hold down
the Ctrl key, and click a second cell. Look at the status bar at the
bottom and you'll see the sum of the cells calculated for you.

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).

Freeze Headers for Scrolling


:
Working with a massive data set in a spreadsheet can be difficult,
especially as you scroll up/down or left/right and the rows and
columns may be hard to track. There's a simple trick for that if you've
got a header row or column, where the first row/column has a
descriptor. You freeze it so when you scroll, that row and/or column
(or multiple rows and/or columns) don't move off screen.

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.

New Window for Second View


:
(Credit: PCMag/Microsoft)

Spreadsheets can be enormous. Yet you may have to interact with


different areas of the spreadsheet at the same time, such as cutting
and pasting info from the top to the bottom, over and over. If it's
hundreds of thousands of cells, the scrolling can make you
nauseous. Or…you could just open a second window on your
desktop with a view of exactly the same spreadsheet.

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.

Customize the Quick Access Bar


You may see the Quick Access Bar above or below the ribbon. It
usually has just a couple of things in it to click for saving, undo, and
repeat. But you can fill that toolbar with useful, clickable shortcuts.
Go to File > Options > Quick Access Toolbar. Pick from popular
:
commands on the left and click Add>> to put them on the right—
they'll now reside in the toolbar. You aren't limited to popular
commands however—click that drop down on the top left and you'll
see access to commands from every tab. Even "All Commands" to
pick from the entire catalog of Excel options. And if you've got
macros made, use this option to put the macro command on a
toolbar (for that day when you can't remember the keystroke you
assigned to the macro).

Combine Text from Different Cells

(Credit: PCMag/Microsoft)

The ampersand symbol (&) can be used in a formula to put together


text found in other cells. Check out the shot above—it shows names
in columns A and B and C; the "formula" of =A1&B1&C1 in column D
mushes the names all together. This is called concatenation. If you
want a space between the items you are concantenating, use quotes
around a space, like this: =A1&" "&B1&" "&C1 (as shown in column
:
E.). Optionally, there's an Excel function called CONCAT that will do it
too.

Combine Multiple Workbooks Into One


If you have a bunch of workbooks that are all formatted exactly the
same, you could copy and paste them all into one. But when some
Excel sheets have hundreds of thousands of rows, that's precarious
work. Instead, put all those files in the same folder. In Excel, go to
the Data tab on the ribbon and select Get Data > From File > From
Folder, pick your folder and click Open. You'll get a window showing
the name of each file, at the bottom, click the Combine menu and
select Combine & Load to... Another window will pop up now called
Combine Files, with a sample of what you'll get; click OK.

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.

Link Between Tabs (Worksheets) or Cells


One workbook can contain many worksheets (each one gets a tab).
Sometimes it helps to have links between them all, as navigating the
tabs at the bottom can be a pain once you have too many. To link
from sheet/tab to another, select a cell, right-click and select Link
(it's also on the Insert tab), and in the popup select "Place in this
document." You pick the cell you want to link to on that sheet (to
jump up or down) or pick a different sheet you want to link to (again,
specify a cell, if you desire). If you don't pick text for the link in the
:
cell, Excel will use the name of the tab.

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)

Place Same Data on Every Sheet


Open an Excel workbook (file) and select several tabs on the bottom;
you do this by holding down the CTRL key. Once done, the word
"Group" should appear in the Excel titlebar at top, after the name of
the workgroup. Go to a cell in one of the sheets--preferably a cell
that has no data in any of the sheets you picked--and type in
something. Once done, what you typed will appear in that same cell
across all the tabs.

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.)

Use AI via Copilot in Excel

Of course, generative artificial intelligence (AI) is now part of Excel, if


you're willing to pay for it. To use it, you'll need not only a Microsoft
365 subscription but also a subscription to Copilot Pro for $20 per
month. Even then, you can only use Copilot Pro while in Excel if your
files are saved either to OneDrive or SharePoint with AutoSave
turned on. After all that, you'll see Copilot on the ribbon above and
can get it started analyzing data for you. You can get all the details in
our story on how to use Copilot Pro AI with Microsoft 365 Apps.

Find Formulas with Any AI


:
(Credit: PCMag/Microsoft)

Are you stuck with only Copilot Pro for getting AI help with Excel?
Definitely not.

Any generative AI—even the free versions of Copilot built into


Microsoft Windows, Edge and Bing; or ChatGPT itself; or Google's
Gemini—will feed you formulas if you ask it right. They'll also usually
spit out an explanation about what the formula is doing, so you can
learn something along the way. There are plenty of third-party AI
generators that specifically target this kind of approach, with names
like Excel Formulator, ExcelFormulatBot, and GPTExcel, many of
which will charge you a subscription fee.

Essentially, if you want an AI to look at your data and offer analysis,


you have to pay. But if all you need is a little bit of help coming up
with the right formula, you can typically do it for free with most major
AI chatbots.

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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About Eric Griffith

Senior Editor, Features

I've been writing about computers, the internet, and technology


professionally for over 30 years, more than half of that time
with PCMag. I run several special projects including the Readers'
Choice and Business Choice surveys, and yearly coverage of the
Best ISPs and Best Gaming ISPs, plus Best Products of the Year and
Best Brands. I work from my home, and did it long before pandemics
made it cool.

Read Eric's full bio

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