The Top 10 must-have Excel skills everyone should know: 📊
#10 – Sparklines
One of my personal favorites.
Sparklines allow you to insert miniature graphs inside an individual cell to easily visualize data.
•Select range
•Insert ⇢ Sparkline
• Choose type
One of my personal favorites.
Sparklines allow you to insert miniature graphs inside an individual cell to easily visualize data.
•Select range
•Insert ⇢ Sparkline
• Choose type
#9 – Camera Snapshot
Here's a little-known trick to move data between workbooks.
First, add "camera" to your quick access toolbar.
•Select data ⇢ click 📷
•Paste to a new workbook
What's cool?: When you update the main workbook, the data in the picture updates as well! 🤯
Here's a little-known trick to move data between workbooks.
First, add "camera" to your quick access toolbar.
•Select data ⇢ click 📷
•Paste to a new workbook
What's cool?: When you update the main workbook, the data in the picture updates as well! 🤯
#8 – Tables
If you're not using tables in Excel, you should be.
• Clean formatting
• Auto-expand as new data is added
• Total row quick & easy data summaries
• Formulas carry through entire columns
• Create dynamic charts that update automatically & much more.
Here's how:
If you're not using tables in Excel, you should be.
• Clean formatting
• Auto-expand as new data is added
• Total row quick & easy data summaries
• Formulas carry through entire columns
• Create dynamic charts that update automatically & much more.
Here's how:
#7 – Slicer
Now that you're using tables, let's insert one of my favorite filtering tools.
The Slicer
•Click anywhere inside a table
•Go to table ⇢ insert slicer
•Select the fields you want
A dialog box will appear.
Click any slicer button & data is filtered accordingly.
Now that you're using tables, let's insert one of my favorite filtering tools.
The Slicer
•Click anywhere inside a table
•Go to table ⇢ insert slicer
•Select the fields you want
A dialog box will appear.
Click any slicer button & data is filtered accordingly.
#6 – Data Validation
If you've spent any time working in spreadsheets, you know one thing:
They're only as good as the data entered.
My favorite way to ensure consistency & accuracy is Drop Down lists.
It's easy & guarantees the data will be entered correctly––every time.
If you've spent any time working in spreadsheets, you know one thing:
They're only as good as the data entered.
My favorite way to ensure consistency & accuracy is Drop Down lists.
It's easy & guarantees the data will be entered correctly––every time.
#5 – X-Lookup
If you're an old-school Excel user, there's no doubt you're familiar with V-Lookup.
X is the new & improved version, here's why:
•Lookup array does NOT have to be on the left side only.
•Allows you to return multiple values at the same time.
Here's how: 👇🏻
If you're an old-school Excel user, there's no doubt you're familiar with V-Lookup.
X is the new & improved version, here's why:
•Lookup array does NOT have to be on the left side only.
•Allows you to return multiple values at the same time.
Here's how: 👇🏻
#4 – Consolidate
Take data from multiple tabs.
Consolidate into one.
Sum, average, count, it's your choice.
By creating links to the source data, your consolidation tab will update automatically.
The best part? No formulas required.
Take data from multiple tabs.
Consolidate into one.
Sum, average, count, it's your choice.
By creating links to the source data, your consolidation tab will update automatically.
The best part? No formulas required.
#3 – Automatic Abbreviations
If you're like me, autocorrect is more of an annoyance than a help.
Let's change that.
Set up your own custom list of abbreviations, and bend its powers to your will.
Type 'TBD'
Press 'Enter"
Output = 'To be determined'
If you're like me, autocorrect is more of an annoyance than a help.
Let's change that.
Set up your own custom list of abbreviations, and bend its powers to your will.
Type 'TBD'
Press 'Enter"
Output = 'To be determined'
#2 – Conditional Formatting
As you can tell, I'm a big fan of visualizing data.
Conditional formatting is one of the best & easiest ways to do this.
Let's face it, if your data looks good, you look good.
Spice it up by adding data bars, heat maps, or icon sets to show trends:
As you can tell, I'm a big fan of visualizing data.
Conditional formatting is one of the best & easiest ways to do this.
Let's face it, if your data looks good, you look good.
Spice it up by adding data bars, heat maps, or icon sets to show trends:
#1 – Flash Fill
Let's say you've got all the data you need––it just isn't in the right place.
"Flash Fill" is your friend.
Quickly extract pieces of text from one cell and move them to another OR combine text from multiple cells into a single place.
Let's say you've got all the data you need––it just isn't in the right place.
"Flash Fill" is your friend.
Quickly extract pieces of text from one cell and move them to another OR combine text from multiple cells into a single place.
That's all for today!
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→Organize your finances & more!
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