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Microsoft Excel Tips and Tricks

This document provides an overview of various tips and tricks for Microsoft Excel, including how to create tables and pivot tables, transpose data, remove duplicates, use text to columns and concatenation, create and format charts, use conditional formatting, lookup formulas, the IF function, and perform what-if analysis. Key steps are outlined for each topic such as selecting data, using insert and data menu options, and inserting functions.

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Mihai Zaharia
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© © All Rights Reserved
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74 views16 pages

Microsoft Excel Tips and Tricks

This document provides an overview of various tips and tricks for Microsoft Excel, including how to create tables and pivot tables, transpose data, remove duplicates, use text to columns and concatenation, create and format charts, use conditional formatting, lookup formulas, the IF function, and perform what-if analysis. Key steps are outlined for each topic such as selecting data, using insert and data menu options, and inserting functions.

Uploaded by

Mihai Zaharia
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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Microsoft Excel Tips & Tricks

PRESENTATION
OVERVIEW

• Creating Tables
• Transpose Data
• Remove Duplicates
• Text to Columns and Concatenating Data
• Creating and Formatting Charts
• Conditional Formatting
• Lookup Formulas
• The IF Function
• What-If Analysis
CREATE A TABLE IN EXCEL

• To make working with data easier, you can organize data in a


table format on a worksheet
• Tables provide easy filtering, in addition to calculated columns
and total rows, which make calculations simple
• Highlight Selection of Data
• Insert  Table
CREATE A PIVOT TABLE IN EXCEL

• A pivot table is a program tool that allows you to reorganize and


summarize selected columns and rows of data in a spreadsheet
or database table to obtain a desired report
• Tool that allows you to reorganize and summarize data in a table
form
• Highlight Selection of Data
• Insert  PivotTable
TRANSPOSE DATA

• Transpose data in excel to switch rows to columns or columns to


rows
• This is useful for when you would like to quickly view your data
in a different rotation
• Copy  Paste Special  Transpose

 
REMOVE DUPLICATES

• The Remove Duplicates feature in Excel allows you to quickly


eliminate all cells which have duplicated values within your
selection of data
• When you use the Remove Duplicates feature, the duplicate
data will be permanently deleted
• Before using the feature, it’s a good idea to copy the original
data from one place to another
• Data  Remove Duplicates
TEXT TO COLUMNS

• To separate the contents of one cell into separate columns, you


can use the “Text to Columns” feature
• Data  Text to Columns


CONCATENATE

• The CONCATENATE function refers to the joining together the


contents of two cells in a worksheet
• Formulas  Insert Functions  CONCATENATE


CREATING & FORMATTING CHARTS

• Charts are visual representations of worksheet data. Charts


often makes it easier to understand the data in a worksheet
because users can easily pick out patterns and trends illustrated
in the chart that are otherwise difficult to see.
• Highlight applicable Data
• Insert  Charts
CONDITIONAL FORMATTING

• Conditional formatting is a feature of Excel which allows


you to apply a format to a cell or a range of cells based on
certain criteria.
• Home  Conditional Formatting
CONDITIONAL FORMATTING

• Home  Conditional Formatting


• Highlight Cells Rules
• Highlight cells that meet specific criteria
• Top/Bottom Rules
• Highlight cells that are within a numeric range
• Data Bars
• Compare cells with numeric values with Data Bars
LOOKUP FUNCTION

• The LOOKUP function returns a value from a range of data


• Formulas  Insert Function  VLOOKUP
IF FUNCTION

• The IF function returns one value if a condition you specify


evaluates to TRUE, and another value if that condition evaluates
to FALSE
• Set your own rules to label a cell as you want it to return a certain
value
WHAT-IF ANALYSIS

• What-if analysis is the process of changing the values in cells to


see how those changes will affect the outcome of formulas on
the worksheet
• Scenario Manager
• Worst Case/Best Base Scenarios
• Goal Seek
• How to get a desired result
MICROSOFT EXCEL TIPS & TRICKS

Questions?
Microsoft Excel Tips & Tricks
PRESENTATION

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