Excel Cheat Sheet
Excel Cheat Sheet
Microsoft®
Sheet
Basic Skills
The Excel Program Screen Keyboard Shortcuts
Quick Access Toolbar Title Bar Formula Bar Close Button General
Navigation
Formatting
Create a Workbook: Click the File Jump to a Cell: Click in the Name Bold .................................... Ctrl + B
tab and select New or press Ctrl + Box, type the cell address you want Italics .................................. Ctrl + I
N. Double-click a workbook. to go to, and press Enter.
Underline ............................ Ctrl + U
Open a Workbook: Click the File tab Change Views: Click a View button in Open Format Cells Ctrl + Shift
and select Open or press Ctrl + O. the status bar. Or, click the View tab dialog box ........................... + F Select
Select a recent file or navigate to and select a view.
All ............................. Ctrl + A
the location where the file is saved.
Recover an Unsaved Workbook: Select entire row ................. Shift +
Preview and Print a Workbook: Click Restart Excel. If a workbook can be Space
the File tab and select Print. recovered, it will appear in the Select entire column ............ Ctrl + Space
Document Recovery pane. Or, click
Hide selected rows .............. Ctrl + 9
Undo: Click the Undo button on the File tab, click Recover unsaved
the Quick Access Toolbar. workbooks to open the pane, and Hide selected columns......... Ctrl + 0
select a workbook from the pane.
Redo or Repeat: Click the Redo
button on the Quick Access Toolbar.
The button turns to Repeat
once everything has been
re-done.
Sheet
the replacement text in the Replace with box. Basic Formulas tabs below the active sheet. Or, press Shift +
Click the Replace All or Replace button. F11.
Enter a Formula: Select the cell where you
Check Spelling: Click the Review tab and want to insert the formula. Type = and enter Delete a Worksheet: Right-click the sheet tab
the formula using values, cell references, and select Delete from the menu.
click the Spelling button. For
each result, select a suggestion and click the operators, and functions. Press Enter.
Hide a Worksheet: Right-click the sheet tab
Change/Change All button. Or, click the
Insert a Function: Select the cell where you and select Hide from the menu.
Ignore/Ignore All button.
want to enter the function and click the Insert
Rename a Worksheet: Double-click the sheet
Insert a Column or Row: Right-click to the Function button next to the formula bar. tab, enter a new name for the worksheet, and
right of the column or below the row you want
press Enter.
to insert. Select Insert in the menu, or click Reference a Cell in a Formula: Type the cell
the Insert button on the Home tab. reference (for example, B5) in the formula or Change a Worksheet’s Tab Color: Right-click
click the cell you want to reference. the sheet tab, select Tab Color, and choose
Delete a Column or Row: Select the row or the color you want to apply.
column heading(s) you want to remove. SUM Function: Click the cell where you want
Rightclick and select Delete from the to insert the total and click the Sum button Move or Copy a Worksheet: Click and drag a
in the Editing group on the Home tab. Enter worksheet tab left or right to move it to a new
contextual menu, or click the Delete
the cells you want to total, and press Enter. location. Hold down the Ctrl key while clicking
button in the Cells group on the Home tab.
and dragging to copy the worksheet.
MIN and MAX Functions: Click the cell where
Hide Rows or Columns: Select the rows or
you want to place a minimum or maximum Switch Between Excel Windows: Click the
columns you want to hide, click the Format
value for a given range. Click the Sum View tab, click the Switch Windows
button on the Home tab, select Hide & button list arrow on the Home tab and select button, and select the window you want to
Unhide, and select Hide Rows or Hide either Min or Max. Enter the cell range you make active.
Columns. want to reference, and press Enter.
Freeze Panes: Activate the cell where you
Basic Formatting COUNT Function: Click the cell where you want to freeze the window, click the View tab
Change Cell Alignment: Select the cell(s) you want to place a count of the number of cells in on the ribbon, click the Freeze Panes
want to align and click a vertical alignment a range that contain numbers. Click the Sum button in the Window group, and
button list arrow on the Home tab and select select an option from the list.
, , button or a horizontal alignment
Count Numbers. Enter the cell range you
, , button in the Alignment group on want to reference, and press Enter. Select a Print Area: Select the cell range you
the Home tab. want to print, click the Page Layout tab on the
ribbon, click the Print Area button, and
select Set Print Area.
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Intermediate Skills
Chart Elements Chart Options
Chart Types
Chart
Chart Title Elements
Column: Used to compare
different values vertically side-
Chart
byside. Each value is
Styles
represented in the chart by a vertical bar.
Sheet
Absolute References : Absolute references Remove Duplicate Values: Click any cell
always refer to the same cell, even if the in the table and click the Data tab on the
formula is moved. In the formula bar, add Export Data: Click the File tab. At the left,
select Export and click Change File Type. ribbon. Click the Remove Duplicates
dollar signs ($) to the reference you want to button. Select which columns you want to
absolute (for example, column and row
remain Select the file type you want to export the
check for duplicates and click OK.
$A$1 makes the data to and click Save As.
remain constant). Name a Cell or Insert a Slicer: With any cell in the table
Import Data: Click the Data tab on the ribbon
Range for the cell or range, and press selected, click the Design tab on the
and click the Get Data button. Select the
: Select the cell(s), click category and data type, and then the file you ribbon. Click the Insert Slicer
addresses,
the Name box for exampl
in the Formula bar, type a name want to import. Click Import, verify the button. Select the columns you want to use
Enter. Names preview, and then click the Load button. as slicers and click OK.
Reference Oth
can be used in formulas instead of cell
another worksheet in a formula, Use the Quick Analysis Tools: Select the cell Table Style Options: Click any cell in the
e: =B4*Rate.
exclamation point the formula, for range you want to summarize. Click the Quick table. Click the Design tab on the ribbon
example:To reference
er Worksheets:
Analysis button that appears. Select and select an option in the Table Style
add an Options group.
Reference Other Workbooks the analysis tool you want to use. Choose from
‘!’ after the sheet name in formatting, charts, totals, tables, or sparklines.
=FebruarySales!B4. Intermediate Formatting
example: Outline and Subtotal: Click the Data tab on
: To reference Apply Conditional Formatting: Select the
=[Februa
another workbook in a formula, add brackets the ribbon and click the Subtotal button. cells you want to format. On the Home
‘[ ]’ around the file name in the formula, for Use the dialog box to define which column
Order of Operation following tab, click the Conditional Formatting
you want to subtotal and the calculation you
button. Select a conditional
rySales.xlsx]Sheet1!$B$4. want to use. Click OK.
order: Parenth formatting category and then the rule you
Use Flash Fill: Click in the cell to the right of want to use. Specify the format to apply
s: When calculating a and click OK.
formula, Excel performs operations in the cell(s) where you want to extract or
Use this mnemo the combine data. Start typing the data in the Apply Cell Styles: Select the cell(s) you
eses, Exponents, column. When a pattern is recognized, Excel want to format. On the Home tab, click the
Please predicts the remaining values for the column.
Multiplication and Division, and finally Addition Cell Styles button and select a style
Excuse (as they appear left to right).
and Subtraction Press Enter to accept the Flash Fill values.
from the menu. You
nic device to remember them: can also select New Cell Style to define a
My Create a Data Validation Rule: Select the
cells you want to validate. Click the Data tab custom style.
Dear Parentheses
Exponents and click the Data Validation button. Apply a Workbook Theme: Click the Page
Aunt Click the Allow list arrow and select the data Layout tab on the ribbon. Click the Themes
Sally Multiplication you want to allow. Set additional validation
button and select a theme from the menu.
Division criteria options and click OK.
Concatenate Tex Collaborate with Excel
Tables
=CONCAT(text1, Addition Format a Cell Range as a Table: Select the Add a Cell Comment: Click the cell where
cells you want to apply table formatting to. you want to add a comment. Click the
Subtraction Review tab on the ribbon and click the
Click the Format as Table button
t: Use the CONCAT function in the Styles group of the Home tab and New Comment button. Type your
punctuation. select a table format from the gallery. comment and then click outside of it to
text2,…) to join the text
from multiple cells into a single cell. Use the save the text.
Payment Functio Filter Dat
arguments within the function to define the text
=PMT(rate,nper,pv,… Invite People to Collaborate: Click the
you want to combine as well as any spaces or
Share button on the ribbon. Enter the
email addresses of people you want to
present value and
share the workbook with. Click the
payment amount.n: Use the PMT function
) to calculate a loan permissions button, select a permission
Dateamount. Use the arguments within the function
Functions: level, and click Apply. Type a short
to define the date
a specific loan to
rate, number of periods, and
a cel message and click Send.
Excel calculates
functions in Excel the
include:
Co-author Workbooks: When another user
Date Sort Data: Select a cell in the column you want opens the workbook, click the user’s
to sort. Click the Sort & Filter button on the picture or initials on the ribbon, to see
Today Date functions are used to add Home tab. Select a sort order or select what they are editing. Cells being edited
l. Some common date by others appear with a colored border or
Now Custom Sort to define specific sort criteria.
shading.
for the
Display Worksheet Formul a: Click the filter arrow column you want to
=DATE(year,month,day) Protect a Worksheet: Before protecting a
Formulas tab on the filter. Uncheck the boxes for any data you worksheet, you need to unlock any cells
Show Formulas=TODAY() want to hide. Click OK. you want to remain editable after the
Formulas =NOW() protection is applied. Then, click the
formula view. Add Table Rows or Columns: Select a cell in Review tab on the ribbon and click the
the row or column next to where you want to
as: Click the Protect Sheet button. Select what you
ribbon and then click the add blank cells. Click the Insert button want to remain editable after the sheet is
button. Click the Show list arrow on the Home tab. Select either protected.
Insert Table Rows Above or Insert Table
button again to turn off the Add a Workbook Password: Click the File
Columns to the Left.
tab and select Save As. Click Browse to
select a save location. Click the Tools
button in the dialog box and select General
Options. Set a password to open and/or
modify the workbook.
Click OK.
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Inc.
Excel Cheat
Microsoft®
Sheet
Advanced Skills
PivotTable Elements PivotTable Layout
PivotTable Fields Pane
PivotTable Fields
Pane
Active PivotTable Search PivotTable Fields Pane
Fields Options The PivotTable Fields pane controls
how data is represented in the
PivotTable. Click anywhere in the
Tools PivotTable to activate the pane. It
Menu includes a Search field, a scrolling list of
fields (these are the column headings in
the data range used to create the
Field PivotTable), and four areas in which
List fields are placed. These four areas
include:
Group PivotTable Values: Select a cell in the Modify PivotChart Elements: With the PivotChart
PivotTable that contains a value you want to selected, click the Design tab on the ribbon. Click
group by. Click the Analyze tab on the ribbon the Add Chart Element button in the Chart
and click the Group Field button. Specify Elements group and select the item(s) you want
how the PivotTable should be grouped and then to add to the chart.
click OK.
Apply a PivotChart Style: Select the PivotChart
Refresh a PivotTable: With the PivotTable and click the Design tab on the ribbon. Select a
selected, click the Analyze tab on the ribbon. style from the gallery in the Chart Styles group. Subtotals: Show or hide subtotals and
specify their location in the PivotTable.
Click the Refresh button in the Data group.
Update Chart Type: With the PivotChart selected,
click the Design tab on the ribbon. Click the Grand Totals: Add or remove grand total
Format a PivotTable: With the PivotTable rows for columns and/or rows.
selected, click the Design tab. Then, select Change Chart Type button in the Type
desired formatting options from the PivotTable group. Select a new chart type and click OK. Report Layout: Adjust the report layout to
Options group and the PivotTable Styles group show in compact, outline, or tabular form.
Enable PivotChart Drill Down: Click the Analyze
tab. Click the Field Buttons list arrow in the Blank Rows: Emphasize groups of
Show/Hide group and select Show data by manually adding blank rows
Expand/Collapse Entire Field Buttons. between grouped items.
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