excel tips and tricks

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excel tips and tricks

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Excel Tips and Tricks Jon Paul Progressive System Solutions, Inc. 847-295-7179 jpaul@mba1980.hbs.edu (Note- this was produced in 1997 for the 97 version of Excel) How Cold Was It? So cold I know someone who slept with 16 sheets on their bed! Just Open 1 Sheet! • Select Tools from Menu Bar • Select Options • Select General • Sheets in new workbook- change to 1 Moving Between Worksheets • Find arrow buttons in lower left hand side of screen • Right mouse click on far right arrow button • You now get list of sheets • If large number of sheets, select more sheets on the bottom • Scroll down to find the sheet you want • Click OK- away you go! Moving or Copying a Worksheet • Right mouse click on worksheet name • Select move or copy • Choose a workbook you want to send it to – selects current workbook by default • Select where in the workbook you want it • Check Create a copy if you want to copy it – Otherwise you could be moving and not be expecting it! Inserting or Deleting a Worksheet • Right mouse click on any worksheet name in your workbook • Select Insert • Double click on Worksheet to add a blank worksheet to your workbook • Can use same technique to add chart • Deleting- follow same steps only select Delete rather than Insert- be careful! Driving With Half a Windshield • Give yourself a full view of your worksheet • One way to show the whole width- find Zoom box- on toolbar and shrink percentage • Even better way- – highlight every column in your worksheet – go to Zoom box on toolbar – choose Selection – will automatically resize worksheet for you • Just changes size of view, not column size Your Car Has More Than One Window- So Can Your Worksheet • Window menu- select New Window • Gives you a second view of your current workbook • Second window is not sized • If going back to one window, make sure you are closing out the second • Windows will be identified by :1 or :2 Do You Leave Your Doors Unlocked? No But How About Your Spreadsheets Is Your Neighborhood Safe? Protect Your Work! • Protecting a Worksheet – First unlock cells you don’t want to protect- such as input cells – Then from Tools menu, select Protect Worksheet – Decide if you want Password protection- not needed if just protecting against input errors – Remember your password, or your work goes to spreadsheet heaven [...]... menu and select Cells • Go to Alignment Tab • Click in Wrap Text box Does Your Data Make ‘Cents’? Does anyone have $0.50 that I can borrow for the pop machine? No, but I might have 50 cents Custom Formats- Adding Cents • Select a cell you want to format • From the Format menu select Cells • Choose Number and then Custom • Select a format for the number portion • Go to the type box and the right hand... Staff! • Trademark- much easier – type ( t m ) and enter – no spaces inbetween Come Together- Merging Text • Concatenate- easier to use than pronounce • Select cell where you want merged text • Click on formula bar or select Insert menu and then Function • In the Function dialog, choose Text on the left side and Concatenate on the right Concatenating Tips • Remember to include blank spaces inbetween... a format for the number portion • Go to the type box and the right hand side – For the cent symbol, hold Alt key and type 0162- you see cent symbol on the screen – For the cent name, type a space and cents The Lawyers are Coming! © SM TM Make Your Lawyer Happy! • Copyright- – type ( c ) and enter Your Lawyer Is Getting Happier! • Supersript – – – – – type SM highlight SM in formula bar select format... Ever have your computer crash • Ever turned off your computer too quickly And • You forgot to save your file! Your Insurance- AutoSave • To enable AutoSave – – – – Go to the Tools menu Select Add-ins The Add-in dialog box appears Check AutoSave and click on OK AutoSave Options • AutoSave is now in your Tools menu • Go to Tools and select AutoSave • The AutoSave dialog appears • Select your choices –... Edit menu, then choose Replace • Enter what you want to find and what you want to replace it with • Decide if you want to match case or entire cell Replacing- Finishing StepsSelective Replacement • Choose option button to the right • Find Next- when you only want to replace in certain casesyou control the replacing • Replace- to go ahead and replace after you have found a cell you want • Click Find... box • Replaces everything in the area you choose – cell, cell block, worksheet, workbook • If you overdid it, go to the Edit menu and select undo (or click Ctrl + Z) Replacing- Some Ways to Use • When something new is in the air! • Copying workbook, worksheet or formulas and using elsewhere • Changing links, text or formulas Help- I Can’t Get This Unstuck! Are you using Superglue when regular Elmers... select AutoSave • The AutoSave dialog appears • Select your choices – save automatically or prompt you – how often to save – open workbook or all workbooks Painting Your House With a Small Paintbrush? • Excel s Paintbrush- like a power sprayer • Select range of cells with format you like • Click on the Paintbrush button • Click the cells you want to reformat • When you release, cells are reformatted •... Concatenate on the right Concatenating Tips • Remember to include blank spaces inbetween items • Can refer to cells or put in text, but not at same time • Can copy concatenation formulas • Can use text and number results It’s Time to Concatenate • Save retyping the same thing • Allow for automatic updates • Copying text where only part of the text is the same If Only the Cubs Could Replace Their Lineup... Columns- Transposing • Changing from rows to columns • Changing from columns to rows • When to use – Change layout on new sheet – Pull in information from a different layout (like he has it in columns and I want it in rows!) – Converting to database format I Value Your InformationPaste Special- Value Option • You want to capture the value, but: – don’t need the formula – can’t use the formula because . Excel Tips and Tricks Jon Paul Progressive System Solutions, Inc. 847-295-7179 jpaul@mba1980.hbs.edu (Note- this was produced in 1997 for the 97 version of Excel) How Cold. select Cells • Choose Number and then Custom • Select a format for the number portion • Go to the type box and the right hand side – For the cent symbol, hold Alt key and type 0162- you see cent. too quickly And • You forgot to save your file! Your Insurance- AutoSave • To enable AutoSave – Go to the Tools menu – Select Add-ins – The Add-in dialog box appears – Check AutoSave and click

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Mục lục

  • Excel Tips and Tricks

  • How Cold Was It?

  • Just Open 1 Sheet!

  • Moving Between Worksheets

  • Moving or Copying a Worksheet

  • Inserting or Deleting a Worksheet

  • Driving With Half a Windshield

  • Your Car Has More Than One Window- So Can Your Worksheet

  • Do You Leave Your Doors Unlocked?

  • Protect Your Work!

  • Add the Club to Your Workbook

  • You “Auto” Save This One!

  • Your Insurance- AutoSave

  • AutoSave Options

  • Painting Your House With a Small Paintbrush?

  • Wrap That Text!

  • Does Your Data Make ‘Cents’?

  • Custom Formats- Adding Cents

  • The Lawyers are Coming!

  • Make Your Lawyer Happy!

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