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Excel Cheat Sheet

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0% found this document useful (0 votes)
9 views

Excel Cheat Sheet

Uploaded by

ssousasmile
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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Excel Cheat

Microsoft®

Sheet

Basic Skills
The Excel Program Screen Keyboard Shortcuts
Quick Access Toolbar Title Bar Formula Bar Close Button General

Open a workbook ................ Ctrl + O


File Tab
Create a new workbook ....... Ctrl + N
Ribbon Save a workbook ................. Ctrl + S
Print a workbook ................. Ctrl + P
Name
Box Close a workbook ................ Ctrl + W
Help .................................... F1
Active Cell
Columns Activate Tell Me field ............ Alt + Q
Spell check ......................... F7 Calculate
worksheets .......... F9
Scroll Bars
Rows Create absolute reference ... F4

Navigation

Move between cells ............. , , , →


Right one cell ...................... Tab
Worksheet Tab Views Zoom Left one cell ........................ Shift + Tab
Slider Down one cell ..................... Enter
Up one cell .......................... Shift + Enter
Down one screen ................ Page Down
To first cell of active row ...... Home
Enable End mode ................ End
Getting Started To cell A1 ............................ Ctrl + Home
To last cell ........................... Ctrl + End

Select an Entire Worksheet: Click the


Editing
Select All button where
the column and row headings meet.
Cut ..................................... Ctrl + X
Select Non-Adjacent Cells: Click the
Copy ................................... Ctrl + C
first cell or cell range, hold down the
Ctrl key, and select any non-adjacent Paste .................................. Ctrl + V
cell or cell range. Undo .................................. Ctrl + Z
Redo ................................... Ctrl + Y
Cell Address: Cells are referenced by
the coordinates made from their Find .................................... Ctrl + F
column letter and row number, such Replace .............................. Ctrl + H
as cell A1, B2, etc.
Edit active cell ..................... F2
Clear cell contents ............... Delete

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.

Use Zoom: Click and drag the zoom


slider to the left or right.

Select a Cell: Click a cell or use the


keyboard arrow keys to select it.

Select a Cell Range: Click and drag


to select a range of cells. Or, press
and hold down the Shift key while
using the arrow keys to move the
selection to the last cell of the range.
© 2020 CustomGuide, Inc.

Edit a Workbook Basic Formatting Insert Objects


Edit a Cell’s Contents: Select a cell and click Format Text: Use the commands in the Font Complete a Series Using AutoFill: Select the
in the Formula Bar or double-click the cell. group on the Home tab or click the dialog box cells that define the pattern, i.e. a series of
Edit the cell’s contents and press Enter. launcher in the Font group to open the months or years. Click and drag the fill handle
dialog box. to adjacent blank cells to complete the series.
Clear a Cell’s Contents: Select the cell(s) and
press the Delete key. Or, click the Clear Format Values: Use the commands in the
button on the Home tab and select Number group on the Home tab or click the
Insert an Image: Click the Insert tab on the
Clear Contents. dialog box launcher in the Number group to ribbon, click either the Pictures or
open the Format Cells dialog box. Online Pictures button in the Illustrations
Cut or Copy Data: Select cell(s) and click the
group, select the image you want to insert,
Cut or Copy button on the Home Wrap Text in a Cell: Select the cell(s) that
contain text you want to wrap and click the and click Insert.
tab.
Wrap Text button on the Home tab. Insert a Shape: Click the Insert tab on the
Paste Data: Select the cell where you want to
Merge Cells: Select the cells you want to ribbon, click the Shapes button in the
paste the data and click the Paste button in
the Clipboard group on the Home tab. Illustrations group, and select the shape you
merge. Click the Merge & Center wish to insert.
button list arrow on the Home tab and select a
Preview an Item Before Pasting: Place the
merge option. Hyperlink: Text or Images: Select the text or
insertion point where you want to paste, click
graphic you want to use as a hyperlink. Click
the Paste button list arrow in the Clipboard Cell Borders and Shading: Select the cell(s)
group on the Home tab, and hold the mouse the Insert tab, then click the Link
you want to format. Click the Borders button. Choose a type of hyperlink in the left
over a paste option to preview.
button and/or the Fill Color pane of the Insert Hyperlink dialog box. Fill in
Paste Special: Select the destination cell(s), button and select an option to apply the necessary informational fields in the right
to the selected cell. pane, then click OK.
click the Paste button list arrow in the
Clipboard group on the Home tab, and select
Copy Formatting with the Format Painter: Modify Object Properties and Alternative Text:
Paste Special. Select an option and click OK.
Select the cell(s) with the formatting you want Right-click an object. Select Edit Alt Text in
Move or Copy Cells Using Drag and Drop: to copy. Click the Format Painter the menu and make the necessary
Select the cell(s) you want to move or copy, button in the Clipboard group on the Home modifications under the Properties and Alt
position the pointer over any border of the tab. Then, select the cell(s) you want to apply Text headings.
selected cell(s), then drag to the destination the copied formatting to.
cells. To copy, hold down the Ctrl key before
View and Manage Worksheets
starting to drag. Adjust Column Width or Row Height: Click and
drag the right border of the column header or
Find and Replace Text: Click the Find & the bottom border of the row header. Insert a New Worksheet: Click the Insert
Select button, select Replace. Type the text Doubleclick the border to AutoFit the column Worksheet button next to the sheet
you want to find in the Find what box. Type or row according to its contents.
Excel Cheat
Microsoft®

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.
© 2020 CustomGuide, Inc.

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.

Data Line: Used to illustrate trends


Bar Chart over time (days, months,
Filters years). Each value is plotted as a point
on the chart and values are connected
by a line.

Chart Pie: Useful for showing values


Area as a percentage of a whole
when all the values add up to 100%. The
values for each item are represented by
different colors.
Gridline
Bar: Similar to column charts,
except they display
information in horizontal bars rather than
Axis
in vertical columns.
Titles
Area: Similar to line charts,
Legend except the areas beneath the
lines are filled with color.

XY (Scatter): Used to plot


Charts Charts clusters of values using single
points. Multiple items can be plotted by
Create a Chart: Select the cell range that using different colored points or different
Insert a Sparkline: Select the cells you want to
contains the data you want to chart. Click the point symbols.
summarize. Click the Insert tab and select the
Insert tab on the ribbon. Click a chart type button
sparkline you want to insert. In the Location
in the Charts group and select the chart you want Stock: Effective for reporting
Range field, enter the cell or cell range to place
to insert. the fluctuation of stock prices,
the sparkline and click OK.
such as the high, low, and closing points
Move or Resize a Chart: Select the chart. Place for a certain day.
Create a Dual Axis Chart: Select the cell range
the cursor over the chart’s border and, with the
you want to chart, click the Insert tab, click the
4headed arrow showing, click and drag to Surface: Useful for finding
move it. Or, click and drag a sizing handle Combo button, and select a combo chart type. optimum combinations
between two sets of data. Colors and
to resize it.
Print and Distribute patterns indicate values that are in the
same range.
Change the Chart Type: Select the chart and click
Set the Page Size: Click the Page Layout
the Design tab. Click the Change Chart Type tab.
button and select a different chart. Click the Size button and select a page size.
Additional Chart Elements
Filter a Chart: With the chart you want to filter Set the Print Area: Select the cell range you want
selected, click the Filter button next to it. to print. Click the Page Layout tab, click the Print Data Labels: Display values from the
Deselect the items you want to hide from the Area button, and select Set Print Area. cells of the worksheet on the plot area of
chart view and click the Apply button. the chart.
Print Titles, Gridlines, and Headings: Click the
Position a Chart’s Legend: Select the chart, click Page Layout tab. Click the Print Titles button
Data Table: A table added next to the
chart that shows the worksheet data
the Chart Elements button, click the and set which items you wish to print.
the chart is illustrating.
Legend button, and select a position for the
legend. Add a Header or Footer: Click the Insert
Error Bars: Help you quickly identify
tab and click the Header & Footer button.
standard deviations and error margins.
Show or Hide Chart Elements: Select the chart Complete the header and footer fields.
and click the Chart Elements button. Trendline: Identifies the trend of the
Adjust Margins and Orientation: Click the Page
Then, use the check boxes to show or hide each current data, not actual values. Can also
element. Layout tab. Click the Margins button to select identify forecasts for future data.
from a list of common page margins. Click the
Insert a Trendline: Select the chart where you
want to add a trendline. Click the Design tab on Orientation button to choose Portrait or
Landscape orientation.
the ribbon and click the Add Chart Element
button. Select Trendline from the
menu.
© 2020 CustomGuide, Inc.

Intermediate Formulas Manage Data Tables


Excel Cheat
Microsoft®

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.
© 2020 CustomGuide,
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:

Filters: If a field is placed in the


Filters area, a menu appears
above the PivotTable. Each unique
value from the field is an item in the
menu, which can be used to filter
PivotTable data.

Column Labels: The unique


values for the fields placed in the
Columns area appear as column
headings along the top of the
PivotTable Field PivotTable.
Areas
Row Labels: The unique values
for the fields placed in the Rows
area appear as row headings along the
left side of the PivotTable.
PivotTables PivotCharts
Values: The values are the
Create a PivotTable: Select the data range to be “meat” of the PivotTable, or the
used by the PivotTable. Click the Insert tab on Create a PivotChart: Click any cell in a actual data that’s calculated for the
PivotTable and click the Analyze tab on the fields placed in the rows and/or
the ribbon and click the PivotTable button in
ribbon. Click the PivotChart button in columns area. Values are most often
the Tables group. Verify the range and then click
the Tools group. Select a PivotChart type and numeric calculations.
OK.
click OK.
Not all PivotTables will have a field in
Add Multiple PivotTable Fields: Click a field in the
Modify PivotChart Data: Drag fields into and out each area, and sometimes there will be
field list and drag it to one of the four PivotTable
of the field areas in the task pane. multiple fields in a single area.
areas that contains one or more fields.
Refresh a PivotChart: With the PivotChart
Filter PivotTables: Click and drag a field from the
field list into the Filters area. Click the field’s list
selected, click the Analyze tab on the ribbon. The Layout Group
arrow above the PivotTable and select the Click the Refresh button in the Data
value(s) you want to filter. group.

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.
© 2020 CustomGuide, Inc.

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