Organizing Excel Training - wpta.us presentations/Organizing Excel... · Flash Fill –Sometimes...
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ORGANIZING INGREDIENTS Managing Data in Excel WPTA Conference, April 19 th , 2018
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Transcript of Organizing Excel Training - wpta.us presentations/Organizing Excel... · Flash Fill –Sometimes...
ORGANIZING INGREDIENTS
Managing Data in ExcelWPTA Conference, April 19th, 2018
Agenda
◦ Shortcuts
◦ Sorting
◦ Basic Formulas
◦ Charts
◦ Printing
◦ Marcos
Navigation Shortcuts
◦ Right click tab navigation arrows
◦ Ctrl click moves from one end to the other
◦ Ctrl Page Down & Up moves between sheets
◦ Ctrl arrow keys move to end/start
◦ Adjust the Quick Access Toolbar
Shortcuts
◦ Ctrl Enter – Enters the amount, formula, name into all selected cells
◦ Right click and drag, Copy as Values Only
◦ Double Click bottom right to Copy
◦ Ctrl . – Moving around a table
◦ Double click to size rows or columns
◦ Ctrl ~ (tilde) for formulas
◦ Ctrl – F2 print preview
◦ Ctrl + ; saved forever. Current day, =today()
◦ =now() or Ctrl + Shift + ;
◦ 5 p for 5 PM
Shortcuts
◦ Ctrl + scroll wheel, zoom
◦ View, Split Screen on a row, or top visible row for vertical split
◦ Auto-calculate customization
◦ Right click status bar for other options
◦ Ctrl + drag on numbers, but not dates
◦ Ctrl + Z, Undo
◦ Ctrl + Y, repeat, or F4
Sorting
◦ Sort with numbers in new column
◦ Freeze Panes
◦ Find and Select, Go to Special, Blanks (F5)
◦ =cell above, ctrl + enter
◦ Display or print only top cell, conditional formatting, =cell above then white
◦ Copy without hidden rows, select data you see, Alt + ; to select without hidden data
◦ Go to Special, visible data only
◦ Custom lists for data entry
◦ Sort remembers last sort order
◦ Alt + A + SA
◦ =Trim(, remove unwanted spaces
◦ Flash Fill – Sometimes Excel doesn’t see it at first
Sorting
◦ Copy to another location, unique records
◦ Copy records to word, find and replace new line characters
◦ Text to Columns
◦ Shift and left click to drag columns
Formulas
◦ =Proper, =Trim
◦ =Sumif
◦ =Isblank
◦ =Text, use for leading 0s
◦ =Rept, then use =len to find the length of an entry
◦ =concatenate
◦ =countblank, isblank
◦ Create table, then use ‘table’ and [field]
◦ =left, mid, right
◦ =workday
◦ =frequency
Charts
◦ F11 – new chart on new worksheet
◦ Alt+F1 – chart on same worksheet
◦ Dynamic image
◦ =A1, chart titles from other cells simply add formula
◦ Switch row/Column
◦ Show empty cells as gap, zero, line
◦ Right click on line of chart
◦ Gantt Chart
◦ Stacked Bar
◦ Categories in reverse order
Linked Chart
5.0
10.0
15.0
20.0
25.0
30.0
35.0
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5,000
10,000
15,000
20,000
25,000
30,000
35,000
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Chart Title
Miles MPG
Printing
◦ Simply expand the rows
◦ Gridlines from print preview
◦ Row alignment helps also
◦ Color all formula cells
◦ =isformula
Macros
◦ Record and run a simple macro
◦ Use this for repeat processes
