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Microsoft Excel - A Quick Reference Guide: Created By: Opal Shah

This document provides a quick reference guide for common Excel functions including named ranges, data sorting and filtering, comments, hyperlinks, absolute cell references, pivot tables, worksheet protection, VLOOKUP and HLOOKUP functions, charts, and macros. It explains how to use each function with brief instructions and examples. Key areas covered are defining and using named ranges, the data form and sort dialog boxes, adding and formatting pivot tables, protecting shared workbooks and sheets, and recording and running simple macros.

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Mikey Rom
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© Attribution Non-Commercial (BY-NC)
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Download as DOC, PDF, TXT or read online on Scribd
93 views

Microsoft Excel - A Quick Reference Guide: Created By: Opal Shah

This document provides a quick reference guide for common Excel functions including named ranges, data sorting and filtering, comments, hyperlinks, absolute cell references, pivot tables, worksheet protection, VLOOKUP and HLOOKUP functions, charts, and macros. It explains how to use each function with brief instructions and examples. Key areas covered are defining and using named ranges, the data form and sort dialog boxes, adding and formatting pivot tables, protecting shared workbooks and sheets, and recording and running simple macros.

Uploaded by

Mikey Rom
Copyright
© Attribution Non-Commercial (BY-NC)
Available Formats
Download as DOC, PDF, TXT or read online on Scribd
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Excel Quick Reference Guide

Microsoft Excel A Quick Reference Guide


Created By: Opal Shah
Named Ranges: Used to quickly select a range of cells to make active in a worksheet. It can also e used as a su stitute to cell references in a formula. How to Use: Insert !ame "efine #to define a named range$ ie. G%&G'( ) !ewEm*loyees named range Hints: no s*aces in names used in the formulas in the following manner +)sum#!ewEm*loyees$, is the same as +)sum#G%&G'($, GoTo ialog !ox "is*lays the last - locations that were selected efore using a !amed Range .ox or Go/o "ialog .ox How to Use: Edit Go /o or 0trl G or 1( ata "orm ialog !ox Used to create a list y ty*ing data into each cell or to enter2 edit2 delete records using a data form dialog. 0an also use data form dialog ox to find3search3u*date records #Use the 40riteria5 o*tion$. How to use& 6elet the range #which includes the column field names$ where you want to start in*utting your data "ata 1orm !ew #orting numerical2 al*ha etical2 chronological #date$ 7 ty*es of sort orders& ascending3descending if a sort contains a lank cell2 the lank cell is dis*layed at the end of the sort. when sorting multi*le levels2 the least im*ortant sort criteria should e sorted first and the most im*ortant sort criteria should e sorted last. How to Use: "ata 6ort #dialog .ox$ H$NT 8 /o sort more than 9 criteria& :*en the 6ort dialog ox2 do a sort for the 9 least im*ortant sort criteria. :nce the sort is com*lete2 reo*en the dialog ox and sort the remaining criteria. Re*eat until all the criteria have een satisfied.

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Excel Quick Reference Guide

"ilter Extracts3dis*lays records that match a s*ecific condition #filter criterion$ How to Use& "ata 1ilter <uto1ilter %orks&eet 'anes Used to dis*lay different areas of a worksheet on the screen simultaneously. How to use: /o add a *ane& 0lick the cell where the *ane should egin #ie. something in the middle of the screen$. /hen click =indow 1ree>e ;ane /o remove a *ane& =indow Unfree>e *ane (omments 0omments can e inserted as a ta to a cell Right8click on a cell to edit a comment2 delete a comment or increase si>e of a comment. Great if you want to add a note to a *articular cell. /he comment stays hidden exce*t for a coloured ta at the corner of the cell indicating a comment is *resent. ?ove mouse cursor over the cell to view the comment. How to Use: Insert 0omment H)*erlinks 0an link a cell to another cell2 another work ook2 another sheet2 an email address a we *age etc. ie. If you have em*loyee num er on one sheet2 creating a hy*erlink may allow you to link to the user5s .lue*ages info or user info on another sheet. How to Use: Right8click on a cell and click hy*erlink. 1ollow the ste*s in the wi>ard. "ill down: < shortcut to co*y the same formula. How to Use: '. 6elect the cell containing the original formula 7. @old down the shift key and click on the last cell #in the series that needs the formula$ 9. Under the Edit menu2 click 1ill and then 4"own5

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Excel Quick Reference Guide

A+solute 'ositioning =hen a formula is co*y3*asted2 sometimes it is necessary to kee* a certain *osition that is not relative to the new cell location. /his is *ossi le y inserting a A efore the 0olumn letter or a A efore the Row num er #or oth$. /he dollar sign locks the cell location to a fixed *osition2 then when it is co*y3*asted or filled down2 the exact same formula is used in all cells How to Use: if A<A' is used in a formula2 the cell <' will e used in all formulas co*ied from this. if A<' is used in a formula2 the column < will stay constant2 while the row will vary relative to the original cell. 'i,ot Ta+les /o add a formula #0alculated 1ield$ as a new column in a ;ivot/a le re*ort& '. 6elect a cell in the ;ivot/a le re*ort. 7. ;ress <ltB; to select ;ivot/a le dro*down icon from ;ivot /a le tool ar2 select 1ormulas2 then 0alculated 1ield. 9. In the Insert 0alculated 1ield dialog ox2 ty*e the formula name in the !ame ox. -. In the 1ields list ox2 select the first field name to insert and click Insert 1ield. /he field name is co*ied into the 1ormula ox. (. /y*e 3 #in this exam*le$2 re*eat ste* - to insert the second field into the formula2 and then click :C. %. /o format the new field2 select a cell in the field and click the 1ield 6ettings icon on the ;ivot/a le tool ar. 'rotect a #&ared %ork+ook Useful when tracking changes while sharing work ooks with different *eo*le making modifications to it. How to Use: /ools ;rotection ;rotect 6hared =ork ooks

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Excel Quick Reference Guide

/he following @ow /o5s are extracted from the Excel *resentation& 'i,ot Ta+les Useful for disaggregating and summari>ing data ?ay extract summary from all the data #in a ta le$ or select s*ecific data fields can ask different questions of the data and look at it in different ways de*ending on which fields you decide to use for rows2 column2 data How to Use: "ata ;ivot /a les and 0harts #ecurit): 'rotecting a s&eet How to Use: /ools ;rotection ;rotect 6heet& In*ut a *assword #ecurit): 'rotect a %ork+ook How to Use: /ools :*tions 6ecurity /a in*ut *assword Hide (ells How to Use: 1ormat 0ells ;rotection check the 4hidden5 o*tion &looku* )hlooku*#looku*value2 ta learray2 rowDindexDnum2 rangeDlooku*$ ,looku* )hlooku*#looku*value2 ta learray2 columnDindexDnum2 rangeDlooku*$ (&arts How to Use: Insert 0hart 0hart=i>ard Macro /o start recording& /ools ?acro Record !ew ?acro "efine a ?acro name and click :C. ;erform the ste*s to e recorded. /o end recording& /ools ?acro 6to* Recording ?acro /o execute macro& /ools ?acro ?acros +?acro!ame, Run

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