Edit Directly in Cells. Fast Navigation with Control button. Fill Handle. Use AutoCorrect to speed up data entry

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1 2017 WASBO Accunting Cnference Micrsft Excel - Quick Tips That Can Save a Bundle f Time March 16, 2017 Edit Directly in Cells Allws user t duble-click t edit cells. If turned ff, Excel navigates t the surce f the cell reference. Chse File Optins Advanced Check r Uncheck Allw Editing in Cells Fast Navigatin with Cntrl buttn Fill Handle When yu press Cntrl and any arrw key, yu can jump t last ppulated cell in that directin. If yu hld Shift while pressing Cntrl and any arrw, Excel will select all the cells between where yu are and where yu jump with the Cntrl Key. Cntrl + End will take yu t the last rw and clumn f yur data. Cntrl + A will select all data in the cntiguus range. T select a nncntiguus range f cells, hld Cntrl while selecting the individual cells. Cntrl + Page Dwn r Page Up will switch tabs. Cntrl + Tab will switch between files. Allws user t extend a series f numbers, dates, r text t desired number f cells. Drag fill handle while left-clicking t fill in several types f data Drag fill handle while right-clicking ffers ther ptins Bnus Tip: Duble click t fill in data autmatically Bnus Tip II: Use Custm Lists t create a list based n yur data T create r edit a Custm List, chse File Optins AdvancedGeneral Edit Custm Lists Use AutCrrect t speed up data entry AutCrrect will autmatically fix typs and misspelled wrds, but can als be used t speed up inputting data Chse File Optins Prfing AutCrrect Optins

2 Functin Keys F2: Edit the cell F4: Repeats last Cmmand, r changes Cell Reference Style if editing cell F7: Spell Check Quick Access Tlbar Cmmands n Quick Access Tlbar are independent f the tab n the ribbn that is currently displayed. Cnvenient place fr cmmn cmmands, such as New, Print, Save As, Filter, r Publish t PDF. T add buttns, simply right-click a buttn frm any tlbar and chse Add t Quick Access Tlbar. Adjust page breaks Yu can scale the page breaks autmatically t fit in the number f pages yu wuld like. Adjust the setting in Page Layut Width r Height t the desired number f pages. Yu can tell Excel where yu wuld like t see page breaks. Chse View Page Break Preview Drag page breaks t desired lcatin. 2

3 Filtering Tips Fill/Justify Add a filter On the Hme Ribbn, chse EditingSrt & FilterFilter. Quick way t find data: Use the Search bx in the Filter menu Use Autsum t find ttals f filtered data Delete data f yur chsing Filtered data can be cpied t new sheet Allws users t refrmat text in Excel s that it fits int a pre-selected space. T use this cmmand, highlight yur data and the range yu wuld like yur data spread ut acrss. Then chse Hme EditingFill Justify. Change Case f Text Add a Fter Use UPPER t cnvert data t all capital letters. Use LOWER t cnvert data t lwer case. T capitalize the first letter f each wrd, use PROPER. Fters allw a user t have Excel autmatically ppulate file path, file name, page number, date, etc. t be n the bttm f each page. T add a Fter (r Header), chse View Page Layut Click n the Fter and chse an item frm the Design ribbn. Add a File Path with a Frmula T enter a file path anywhere in a spreadsheet, use the fllwing frmula: =CELL( filename ) Type the wrd filename d nt type the name f the file int the frmula. Jin Text Methds t jin text frm tw cells include: CONCATENATE (CONCAT in Excel 2016) Use f Ampersand TEXTJOIN (Only in Excel 2016) Custm Frmats If a built-in frmat des nt meet yur needs, yu can custmize a built in number frmat t create yur wn. T change the frmat (the way the number lks) and add leading zers t a number, custmize frmat with 0000 r hw many digits yu want. 3

4 T add a zer t the actual number in Excel enter an apstrphe fllwed by yur number. T add a custm frmat t a frmula, use smething similar t this: = Our Revenues are increasing by &TEXT(cell reference, $#,### ) Freeze Panes Excel keeps specific rws r clumns visible when yu scrll thrugh a wrksheet. T Freeze Panes, select in the spreadsheet where yu want the panes t be frzen. Then chse View Freeze Panes Freeze Panes Watch Windw When cells are nt visible n a wrksheet yu can watch thse cells and frmulas in the Watch Windw tlbar. T watch cells, select cell yu want t view. Then chse Frmulas Frmula Auditing Watch Windw Click Add Watch. Chse Add (r change data range if necessary) Yu can mve the watch windw t any lcatin that is ut f the way. Frmat Painter Applies frmat f selected cells t any cell f yur chsing Duble clicking Frmat Painter allws user t cntinuusly apply frmats t as many cells as they chse. Find Linked Cells (External References) in yur Spreadsheet Use the Find cmmand Enter a [ in the Find What area f the Find & Replace Dialg Bx. Chse Hme Editing Find & Select FindOptins WithinWrkbk Autmatically change Fnt Size Paste Special Excel can autmatically adjust the size f the fnt t ensure the data fits within a cell. This can be used in a situatin where yu cannt expand the clumn length. Chse Hme AlignmentAlignment SettingsFrmat Cells AlignmentShrink t Fit Typically used t Paste Values r Frmulas. Sme little used ptins in Paste Special Clumn Widths Calculatins Frmats fr cells 4

5 Frmats fr charts Transpse data Skip blanks Find & Select Allws advanced search ptins t Find/Replace r jump t a certain spt in yur spreadsheet. Can find Frmulas r Cnstants Using G T Special can find: Blanks (Use Cntrl + Enter t Autfill all the blanks with data lcated abve it) Differences between Rws r Clumns Find Duplicate Entries Can be dne with Cnditinal Frmatting Select the range yu wish t test, chse Hme Cnditinal FrmattingHighlight Cells Rules Duplicate Values Can islate duplicates nly using Excel s filtering ptin. REPLACE Functin Used t replace part f a text string with different text string. Can be used t cnvert a salary accunt t a benefit accunt. The syntax is as fllws: =REPLACE(ld_text, start_num, num_chars, new_text) T change cell A7 frm 10 E t 10 E , use this frmula: =REPLACE(A7,10,3,222) Create a list f unique items Remve Duplicates Select the range where yu wuld like t remve duplicates. Chse DataRemve Duplicates Pivt Table Highlight the data yu wuld like in the Pivt Table Chse Insert Pivt TableOK Drag the field t the Rws sectin f the PivtTable Fields tlbar 5

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