Excel Tips and Tricks 4-7-2024
Excel Tips and Tricks 4-7-2024
i J
styles i Cells Editing fe
|Add conditional |insert, delete and format Flash fill, Clear, Sort & Filter, a
formatting rules, cells | a & Select Add-Ins
format cals as tebe © Ctrl + Shift + += | Alt == Autosum Wile eon
necreerl ney ei Insert row//column | |» Alt, H, E, A= Clear All See cc word
vanes |e cet + shirt + |e Alt, a, T= Add fiters eee es
ae | Deleterow/column ||» Alt,H,,U=Customson | 1 Omen cer at
earaiieg |e ctt+rit=insen | + Ctrl+F =Find ae
+ Ctrl+T=Table | sheet | ° Chl = Replace + Autopilot
* Alt, H, J = Styles © Alt, H, D, S = Delete Sy Op Oe, * Lucidchart Diagram for
q L | sheet + Ctrl+G, Alt, S=Goto Sc
* Alt, H, O,A-= Adjust || Special
(Column Row width ene
JConditional Formatting
sy
+ Highlight cells based on values (e.g., color scales).
Home Tab > + Use icons for data trends (e.g., arrows, checkmarks).
pane EE =A (BH _| - identity outtiersianomalies (e.9., outside range).
a Conditional Format as Ce | * Flag duplicates or unique values.
Formatting — fomatting~ Tatler svies~ | « Color-code tasks by priority. |
| ses + Show values with colorsisymbols (e.g., positive, negative).
Highlight Cells Rules ‘Top/Bottom Rules
Ee Greater Than.
{Less Than.
Between
15 Top 10 items.
(15 Top 10 %.
if} Bottom 10 items,
FGHiohiignt Cells Rules > EB Equal To,
Tx that conta,
Ef Toootom Rules 3S eae
a [A ADate Occurring... aha Above Avera
= ; dateaevaue,, | | Siem Average. |
[EE Color Scales > |
oe More ls. More Rules...)
| Fnew Rute.
| 5B Clear Rules: >
El Manage Rules.
hater ea. p10 lt. Ill soprmmpsiecnsicny
nae Se Some
IRS esis Te 10%. }| See
enween acca, fill seeemtcheiren”
eee s | baton 10 || =a |
teal | SSkatntasm Reeereintinds |
Fe cmmnnmcncnne fl) eres
ieiaibts Seater os. |
‘st hat ina, ae uauceaieniss | | maven
character series. | |
ieee en _ teonsets
ADate Occurring... ‘Higa clls wh ase steve e ranges average, “Tris aption slows you totinsert symibots |
Highlights cells containing a specific date. | the e's
aa inet ral
Duta on reece ae
Hight cts that eatin deme ves,Excel hacks using “Go to Special!”
Shortcut
F5 | or
Use Cases
Selecting Blank Cells -
To fill blanks
Selecting Constants -
To determine
hardcoded values
Selecting Cells with
Conditional Formatting
Selecting Cells with
Data Validation
Selecting Cells with
Errors - To remove
errors
Go To Special 2 x
Select
O Notes| O Row differences
O Constants O Column differences
O formulas O Precedents
Numbers © Dependents
Text Direct only
Logicals All levels
Errors O Last cell
O Blanks O Visible cells only
O Current region © Conditional formats.
© Current array © Data validation
© Objects All
Same
Cancel
[_« |
Selecting Cells with Formulas -
To color code
Selecting only visible cells
Selecting Objects such as
Chartsxcel Shortcuts Quick Reference
iced std i0le) ig ITING
CTRL+0 Opens a workbook CTRL+SHIFT#: Enters the current time
CTRL+N Create a new workbook CTRL; Enters the current date
CTRL+P Displays the print dialog box CTRL+C Copies the selected cells
CTRL+S Save the workbook CTRL+D Copies topmost cell of a
CTRL+W Closes the selected workbook range into the cells below
CTRL+F2 Displavspeni view: CTRLER Copies leftmost cell of a
F9 Caleulates all open workbooks range into cells to right
SHIFT+F9 Calculates the active worksheet CIRGEE: Find dialog box
CTRL+F10 / restore workbook CTRL+H+ Replace dialog box
SHIFT+F11 worksheet ee OIE erin
F12 Displays the Save As dialog box CTRL+T ate Table dialog box
CTRL+V
CTRL+ALT+V Paste Special Dialog box
CTRLAX. Cuts the selected cells
CTRL+SHIFT+~ Applies general format CTRL+Z Undbes last action:
CTRL+SHIFT+$ rrency format with SHIFT+F2 Adds / edits comment
al places Fa Generates absolute and
CTRL#SHIFT+% Applies percentage format meldeeleeecenes
with no decimal places. Spell check
CTRL#SHIFT+# — Applies date format ETS
CTRL#SHIFT+@ Applies time format Opens Macro Dialog box
CTRL#SHIFT+! Applies the Number format ALT+FIL Opens VB Editor
with two decimal places, ALT+D+P Opens pivot table wizard
thousands separator ALT+A+M Removes duplicates
CTRL+1 Displays the Format Cells box ALT+A+E Text to columns Wizard
ALT+ENTER Enters a new line
ALTsDeL, Data vlkation
CTRL+~ Toggles values and formulas
SHIFT+F3 Insert Function dialog box
CTRLAES Name manager box
ALT+M+V Evaluate formula box ED Lert cells rightcell
CTRL+SHIFT+U — Expand /collapse of the SHIFT+TAB __ Right cell to left cell
formula bar CTRL+G or F5 GoTo dialog box
CTRL+F1 Displays or hides the Ribbon CTRL+END _ Moves to last used cell
CTRL+SHIFT+L Applies / removes filter CTRL+Home — Moves to the first used cell
ALT+A+Q ‘Advanced filter ALT+PAGE Moves one screen to the
ATL#T+0 Excel Options DOWN right in a worksheet.
CTRL+PAGE — Moves to the next sheet in
DOWN a workbook
EA Ato dC) ALT+PAGE UP Moves one screen to the
CTRL+A, Selects the entire worksheet left ina worksheet
(Press 3 times) CTRL+PAGE — Moves to the previous
FB ‘Toggles extend mode uP sheet in a workbook
CTRL+SPACEBAR _ Selects an entire column CTRL+Arrow — Moves to the edge of the
SHIFT+SPACEBAR Selects an entire row current data regionZ Shortcuts
CTRL
Shortcut | Action
CTRL+A | Select the entire worksheet
CTRL+B | Apply or remove Bold formatting to font
CTRL+C Copy _
CTRL+D Copy the contents and format of the topmost cell of a
__"__| selected range into the cells below
CTRL+E | Flash Fill
CTRL+F | Find
CTRL+G | GoTo
CTRL+H | Findand Replace -
CTRL+I | Apply or remove Italics formatting to font
CTRL+J | Not assigned. Still available.
CTRL+K_ | Open the Insert hyperlink dialog
CTRL+L | Display the Create Table dialog (Alternative is CTRL+T)_
CTRL+M | Notassigned. Still available.
CTRL+N_| Create a new Workbook
CTRL+0 | Display File Open dialog box
CTRL+P | Invokes Print
Display the Quick Analysis options for selected cells
eee _that contain data
CTRL+R Copy the contents and format of the leftmost cell of a
__*_~_| selected range into the cells to the right
CTRL+S | Save the workbook
CTRL+T _ Display the Create Table dialog (Alternative is CTRL+L)
CTRL+U_| Apply or remove Underline formatting to font
CTRL+V_ Paste _
CTRL+W | Redo the last action
CTRL+X [Cut oe ai
CTRL+Y _ Repeat the last command or action
CTRL+Z | Undo the last action10 EXCEL
‘SUMIFS function adds ll ofits arguments thot meet
multiple eritero. For example, you would vse
[SUMS in your Fnancil model o sum up the soles
‘oF (1) 2 specific employes (2) for a specific product.
=SUMIFS.
Xow your Fs, COUN, AVEC and aller 0
tral norci med isa a ses to could
opin his mo
Use IFERROR function fo forma! your financial
models The function checks for arors and
retums the vole specified bythe user if
found. The function checks forthe following
‘errors: #N/A, AVALUEL, #REFI, #O1V/01,
NUMI, ANAME? or BNULL.
IFERROR¢iv, vive 0707)
FUNCTIONS
YOU SHOULD KNOW
Internal rate of return matric is neded to find
‘out the ennvol growth rate ofan investment.
The higher the IRR, the better the investment
(keeping oll ether factors the same, of cours
[RRs good for comparing differen investment
opportnies.
=XIRRewh ovis est ctw
7. =XLOOKUP
PIN union cles the payment
Finances money end we ell foraloan bead o constant yore into invesient banking, _Laakupfncion rea must to
no thet mone doy peymen's onde consort neres!__otsome poi youl have fo tee or ony meds Tho ora
‘worth more than tomorrow. ‘rate. You have to know the present _caleulate the Beta of a stock, which _used fo quickly and easily find dato
Financicl analysts oftentimes loan valve, number of periods and means volatility. By using the Jno table, for example, to find the
havea clothe vle of theirs rte PMT, PMT and SLOPE conn Exel, youlfind amount sold by on employes 1D
an ivesan/compeny] DPT foncons ore neededte gure actly by sng herr of the number end howsands of ther
projec in today terms. ctamiyketayeatihe [atkediccesscnabatel | leo!
kde
[XNPVicrtn tr etn
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