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001 Quick Reference Guide

The document provides a quick reference guide for essential Microsoft Excel features that can be learned in 1 hour. It lists features such as transposing tables, adding data validation to control input, using conditional formatting to change cell formatting based on conditions, filtering and sorting data with autofilter, copying cell patterns through autofill, using IF statements to perform actions based on conditions, automatically summarizing data with pivot tables, looking up related data with VLOOKUP, visually showing data with charts, and cleaning messy or weird data. For each feature it provides an overview, example, and brief steps.

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25 views

001 Quick Reference Guide

The document provides a quick reference guide for essential Microsoft Excel features that can be learned in 1 hour. It lists features such as transposing tables, adding data validation to control input, using conditional formatting to change cell formatting based on conditions, filtering and sorting data with autofilter, copying cell patterns through autofill, using IF statements to perform actions based on conditions, automatically summarizing data with pivot tables, looking up related data with VLOOKUP, visually showing data with charts, and cleaning messy or weird data. For each feature it provides an overview, example, and brief steps.

Uploaded by

Creative Thinker
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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QUICK REFERENCE GUIDE: ESSENTIAL MICROSOFT EXCEL IN 1 HOUR

FEATURE OVERVIEW EXAMPLE STEPS


TRANSPOSE Flips a table so the columns become You have customer #'s listed in rows, but, After copying and pasting the table in a new

 rows (and vice versa). now, you need them to be in columns. location, select the “transpose” button from the
paste options.

DATA Allows you to control the input you You can create a drop-down that only Select the cells that you want to add validation
 VALIDATION receive from others and keep your
spreadsheet clean.
accepts “yes” or “no” and not “maybe”. to, and click “Data Validation” on the “Data” tab.

CONDITIONAL Changes the format of a cell when it If the cell is a negative number, change Select the cells that you want to add conditional
FORMATTING meets certain conditions. its background color to yellow. formatting to, and click “Conditional Formatting”
on the “Home” tab, then apply a rule.

AUTOFILTER Allows you to explore your data by Filter your customer list to show males in Select a cell in your table and click “Filter” on the
filtering and sorting. Japan whose names start with “C”. “Data” tab.

AUTOFILL Allows you to copy patterns from You have a calculation in cell that needs In the first cell, where the pattern begins, click
one cell to another. to be in every cell of the column. the bottom-right corner of the cell and drag
down as far as needed.

IF
IF STATEMENTS Performs an action if certain If a person lives in “Brazil”, then insert Enter the “IF” function in the cell that you want
conditions are met. “South America” into the continent field. the test result entered into.

PIVOT TABLES Automatically summarizes your You want to replace lots of hand-typed Select a cell in your table and click “PivotTable”
data. You can “slice-and-dice” in a summary calculations with more on the “Insert” tab.
million ways. automated reporting.

VLOOKUP Allows you to search for related You have a customer name and address, Enter the “VLOOKUP” function in the cell that
information in your spreadsheet or but you need to pull phone numbers you want the data, which you searched for,
other spreadsheets. from another spreadsheet. entered into.
GREAT CHARTS Some people may never look at You want to visually show total sales by Select a cell in your table and click
your detailed data. A great chart product. “Recommended Charts” on the “Insert” tab.
helps them understand it.

DATA CLEANING Sometimes data looks messy or You have a customer’s full name in one Use one or more of the following: “Spelling” on
weird. This will help you fix it. column, but you need to split it into two the “Review” tab, “Remove Duplicates” on the
columns, a first name and a last name. “Data” tab, “Text to Columns” on the “Data” tab,
the “TRIM” function, and so on.

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