Essential Excel Skills
Essential Excel Skills
Keep pressing the different direction arrow buttons until you highlight the desired
collection of cells.
PRESS CTRL + CLICK ON A TARGET CELL, THEN DRAG THE CURSOR TO CREATE A NEW
SELECTED RANGE
This creates a second highlighted range. Repeat this step to make even more selected
ranges. If the next range is a single cell, note that you can simply press CTRL and LEFT
CLICK on that range.
To do the copy and paste combination, begin by selecting a cell or range to copy. Then
execute the following commands:
Press CTRL + C
Left Click on a different cell outside of the initial range.
Press CTRL + V
You can also Right Click the selected range, then select Copy, Right Click another location,
then select Paste.
One last option is to select a range, click Home on the ribbon then select Copy, Right Click
on another location, then select Paste on the ribbon.
An Excel cell with content may look simple enough (i.e. a box with numbers and or letters),
but sometimes there are many things going on under the hood. Its values can either be
manually encoded or typed into a cell, could be a product of a mathematical formula, or it
could be linked to another cell, sheet or even document. Its appearance could also be the
product of formatting options.
When copying the contents of a cell, it may be important to know if you only want what
appears in the cell, or if you want the underlying functions that accompany it. To specify
what exactly you would like to copy and paste elsewhere, you can select PASTE SPECIAL,
and choose what exactly you the aspects to paste.
Without getting into detail, you should know that you have the option to paste aspects such
as content, formatting, formulas, values, comments, notes, data validation, column widths,
number formats, and values without formulas.
To do a PASTE SPECIAL, start by copying a target cell or range. Choose another location on
the spreadsheet, then execute a PASTE SPECIAL by:
Instead of replicating a selected cell or range, this combination function ‘transfers’ the same
to another location. The selected cell or range will disappear from its initial location, and
reappear elsewhere in a spreadsheet.
To perform this function, begin by selecting a cell or range. To initiate the cutting,
1. Press CTRL + X.
2. Press CTRL + V to paste in a new location.
Like in copying cells or ranges, the methods of using the Right Click drop-down menu or
using the cutting option on the ribbon are also available.
Option 1:
SELECT CELLS TO SORT, RIGHT CLICK + SELECT SORT CHOOSE DESIRED SORTING
OPTION
Option 2:
SELECT CELLS TO SORT, LOOK FOR SORT AND FILTER IN HOME RIBBON + CHOOSE
DESIRED SORTING OPTION
Cell Formatting specifies how Excel treats the data entered into each cell.
1. Cell formatting can be accessed directly under the Home Tab to modify font
orientation and size.
2. Cell formatting can be accessed through the Formatting button under the Home
Tab in the Cells group. A Cell Format Dialog box will come out to prompt the user
once accessed.
3. Cell formatting can also be found in the context menu (right-click) of the active cell.
To distinguish between numeric data and text strings, you can specify the data format
under the Home Tab, in the Number group. Both data types are handled differently by
Excel. Numeric data, can be defined in the first tab of the Format Cells dialog box. Each type
has a short description and a defined format.
Alignment, Font, Border, Fill and Protection are also accessible from here.
Filling a Series
This allows the user to fill up the rest of a series based on the content of the previous cells
or the parameters given by the user. A very helpful function when continuing a number or
letter series.
Method 1:
Select VALUE or CELL to FILL. HOVER the mouse pointer over the lower right corner of
the active cell.
The mouse pointer will change into a "+" sign, then left click mouse and drag to the desired
direction. the AUTO FILL option will appear on the last cell with value. Select SERIES for
SERIES FILL or COPY only.
Method 2:
Select desired cell to copy. Start with cell to copy and select desired range to fill. On the
home ribbon, choose FILL. Select Desired option.
Method 3:
When there are values on the left or right column, select the first cell to fill. Out the mouse
pointer on the lower right corner of the selected cell (Pointer will change into a cross "+"
sign).
Double left click the mouse. Then, the AUTO FILL option will appear on the last cell with
value. Select desired option. To guide the excel for a pattern, type the next value below the
first cell and select both values and put the mouse pointer on the right corner of the
selected cell.
The mouse pointer will again turn into a "cross" sign. Left click the mouse and drag to the
desired direction.
Excel is a modern spreadsheet software capable of numerous functions. While it is not the
first, it’s use has been widespread in recent decades. During the early years of digital
spreadsheets, cell addressing or how we reference cells was different than what we
commonly see now as fixed - columns with letters and rows with numbers.
The importance of addressing may not seem evident this early in your training, but it has
its applications in certain formulas and functions. There are two types of cell references:
ABSOLUTE address and RELATIVE address. They differ mainly in how formulas respond
when they are copied into other cells.
Absolute Address
Absolute addressing refers to a fixed location on the spreadsheet. When this is used and
encoded in a formula, anywhere the formula is copied, it still references back to the same
cell. This assures the user that any change in the location of the formula will always
reference the value in the absolute address.
In absolute addresses, a dollar sign ($) precedes the column and row, eg. =$D$4.
It is also possible to keep only either the column [=$D4] or row [=D$4] absolute, but this is
seldom practiced.
HINT : A quick way to toggle absolute addressing is pressing F4 [Fn+F4 on some] while an
active cell is highlighted.
Relative Address
The other style is relative addressing. Results depend on where the formula is encoded
because it references data relative to the position of the formula like subtotals.
Relative addresses are useful to formulas that change depending on where they reference
their input data. These are particularly helpful when the formula has to be repeated across
multiple cells on a table or worksheet.
Now that we’ve done some formula creation and data handling in the previous topics, this
is another layout function that helps reorganize our data. Sometimes we may want to
change the orientation of our ranges, from columns to rows or vice versa. The function we
use for this is TRANSPOSE(). As you’re nearing the end of this topic, bear in mind that the
functions you’ve learned so far are important and will surely come in handy.
As with most commands in Excel, there are a couple of ways to execute TRANSPOSE().
Note: if data (range or array) is not a continuous block of cells, the function will only
transpose cells with data. Empty cells will not be copied.
Approach 2: TRANSPOSE()
Keyboard Shortcut:
2. Select the new cell destination you wish to place your transposed data on.
3. Key-in ALT + E + S
Comments and text boxes are notes that can be inserted into any cell in Excel. Used for
reminders, notes for others, and for cross-referencing.
2. Right click and choose “new comment” a window will appear showing comment owner
and cell address of the comment.
3. Type in the comment in “start conversation box” after typing, the arrow below will turn
green. Click arrow to post comment. Click anywhere to hide the comment.
4. There will be a purple tab on the upper right corner of the cell with comments.
4. There will be a red indicator on the upper right portion of the cell.
5. The text box can be moved using the scale guides on the sides of the text box to hide note
select cell with note.
Method 1
Select cell with note. Show the note by hovering over the cell. Click on the text box & edit.
Click outside to save.
Method 2
Select cell with note, then right click. Choose edit note, edit, click outside to save.
Just a last note: For cell comment, these can be marked as resolved or can be deleted.
Resolving these will not result in the deletion of the comment. You can do this by right-
clicking the cell with the comment, click the three dots, then picking RESOLVE from the
drop-down menu. There is no option to resolve text boxes. For both cell comment and text,
the author has the option to delete the thread. This will permanently remove the
comment/text box.
Undoing Actions
This part is for undoing actions. As soon as you commit a mistake, whether it is a small
typing error or accidentally erasing the whole spreadsheet, you can easily undo the error
by executing the UNDO ACTION. Even after you have save an Excel file, you can still undo
your most recent changes
1. LEFT CLICK UNDO ICON ON THE TOP LEFT CORNER OF THE RIBBON; or
2. Press CTRL + Z
Splitting Screen
This function divides a single worksheet into two windows. It enables the user to view data
at different parts of the worksheet simultaneously.
3. Select “split”
VIEW >WINDOW
Method 1:
Method 2:
Method 3:
NOTE: All methods can be used to insert multiple rows or columns by highlighting multiple
rows or columns.
Method 1:
1. Highlight rows or columns that you wish to hide or choose the rows or columns before
and after the hidden rows or columns to unhide.
2. Select "Format" in the cells group from the home tab ribbon.
4. There must be selected rows or columns to be hidden. Otherwise, all rows and columns
will be hidden.
Method 2:
1. Highlight rows and columns that you wish to hide or choose the rows or columns before
and after the hidden rows or columns to unhide.
Method 3:
1. Highlight rows and columns that you wish to hide or choose the rows or columns before
and after the hidden rows or columns to unhide.
2. To hide a row, press ctrl + 9; to unhide a row, press (in order) ALT+O+R+U.
3. To hide a column, press ctrl + 0; to unhide a column, press (in order) ALT + O + C + U.
NOTE: All methods can be used to hide multiple rows or columns by highlighting multiple
rows or columns to hide.
Manipulating Worksheets
These commands allow the user to CREATE, RENAME, change the ORDER, DELETE or
SELECT single or multiple worksheets.
Work space is a valuable asset, more so for your computer screen. Efficiency largely
depends on how quick you can access your data in your spreadsheet. Can you imagine a
sheet with 100 rows and 100 columns? How about 1000 rows and columns? Excel can
accommodate up to 1,048,576 rows and 16,384 columns. Try it out.
1. At the bottom part of the Excel sheet to the right of the sheet names, click the "+" (plus
sign) to "add new sheet."
2. The default name should be "Sheet + Number". The new sheet will be located next to the
active sheet.
This topic will focus on notation or reference style. It determines how Excel “understands and
processes” cell addressing. It uses notation in the form R1C1 (a style of absolute and relative
addressing) where: R=row, C=column. This is a software-level setting, and it changes the layout
of ALL spreadsheets.
Notation
For a bit of history, older spreadsheet software handled cell addressing via R1C1 notation. This
simply meant that any cell address is written as a combination of R(rows) and C(columns) with a
corresponding number. A cell on the fourth row, under the fifth column will look like this in the
Name Box, R4C5.
On the other hand, the environment of Excel is built on the A1 reference style. It is the most
commonly used style because it is the default setting on Excel. This style determines a fixed set
of rows and columns with fixed addresses. Rows are assigned numbers on the leftmost side of
the worksheet; columns are listed with corresponding letters on the topmost of the worksheet,
hence cell addressing like A1 or D4.
3. Under "Working with formulas", put a check on the "R1C1 Reference" style, then click
"Ok".
Auditing Formulas
It provides a visual representation with arrows of data flow and processes through tracing.
Auditors can follow formulas in a forward or backward manner to determine causes of
errors. This is vital in troubleshooting large and complicated spreadsheets.
Shows the cells related to the selected cell and formula (backward tracing)
1. Select cell to audit.
Trace Precedents(button)
- An arrow will identify sources (dot) of the data in the active cell (arrowhead).
- Each click of the "Trace Precedents" button will reveal the previous step in the data.
Shows where the current cell and formula is used (forward tracing).
Trace Dependents(button)
Trace Dependents(button)
- An arrow will identify succeeding cells (arrowhead) of the data in the active cell (dot).
- Each click of the "Trace Dependents" button will reveal the next step further in the data.
Other Functions:
To remove arrows:
To show formula:
Select Formulas > Formula Auditing > Show Formula
To check error/s:
To evaluate formula:
Excel automatically creates the formula, =sum() in the selected cells when the button is clicked.
This helps make data processing more efficient through mouse clicks or shortcut keys. It allows a
more continuous workflow without having to type in the formula yourself.
1. Select the cells with data for summation, plus a blank cell for the result
NOTE: When used on an array with blank cells on the rightmost and bottom cell, it will perform
across (rows) and downwards (columns).
HINT: Excel will display a green marker on the top left corner of the result if the computed
range has data adjacent to the selection.
Range Names
This allows name assignments for cells or groups of cells for referencing.
By using a "Range Name", the data within the range is assigned to a variable within Excel.
The range name can be referenced in any other part of the spreadsheet for data
manipulation.
Naming Rules:
Letter
Underscore (_)
Backslash (/)
Letter
Number
Period
Underscore
3. Not Allowed
Excel shortcut
3. Type in desired name adhering to the naming rules (names are not case-sensitive).
4. Press "Enter".
7. To edit range within "Name Manager", select range name then click the "edit" button.
To delete:
NOTE: Deleting the range name does not delete the data in the cells.
1. Select cells; The first cell with header to be the name of the range
2. Follow Method 2.
Most Excel users tend to use rather small worksheets, and therefore it is relatively easy to scroll
up to the top of the document just by using the mouse roller, pressing the UP button, or clicking
and dragging the scroll bar up to the top.
As an aspiring data professional, you will soon contend with extremely large worksheets. By
large, I mean it could be in the tens of thousands, or even hundreds of thousands of lines.
Using the roller, UP button or clicking and dragging in this instance will take too long. Instead of
these, you can simply use the Move to the Top of Sheet command by pressing CTRL + HOME.
Using End-Arrow Key Combinations
End-arrow key combinations allow a user to move or select by sections in a spreadsheet. One can
skip consecutive non-blank cells to reach the last non-blank cell. One can also skip consecutive
blank cells to reach the next non-blank cell.
If the selected cell is blank, the cursor will go to the next non-blank cell;
or
If the selected cell has values, the function will go to the last non-blank cell.
If the selected cell is blank, the task will select from initially selected cell until the next non-
blank cell;
or
If selected cell has values the function will select from initially selected cell until the last non-
blank cell.
Go to Option
In some instances that we may be looking for a particular cell address, this function makes that
easy.
Alternately, the dialog box can be made to appear using the keyboard shortcut CTRL + G.
4. Type in cell reference (e.g "A1", then press "OK" to jump to the desired reference.)
FX BUTTON & SUM AND AVERAGE FUNCTIONS
A function is a predefined formula within Excel that can be repeatedly used to perform specific
actions
This helps find a specific function and guide users to the correct syntax. It provides predictive
entry for most functions. Hovering over the entry displays the syntax, a short description and
required input.
Syntax:
=FUNCTION(input)
2. From the insert function window, the user may choose to type or choose a category to search a
function.
3. Choose from the list-- a function guide and what it does will be shown below.
4. Click “ok”. Then, there will be an equal sign (=) on the selected cell and window.
8. After filling out all the data, click “ok”. If there is an error, a warning window will appear.
Otherwise, the result will appear on the selected cell.
Sum and Average functions are the basic operations found in Excel.
These functions allow direct entry of data or referenced cells as input. It is valuable for accurate
and fast computations. Both functions return a value -- the sum or the average.
Method 1: fx Button
Method 2:
3. Choose a cell or range of cells by left clicking mouse or dragging for multiple selection.
4. Type “)”
5. Press "enter".
NOTE: To select multiple cells or range, add comma (,) after cell or range, or simply press ctrl
& select by left clicking or dragging the mouse.
Syntax (Method 2)
=SUM(range)
2. Type “=AVERAGE(”
3. Select a range of cells by left clicking to select individual cells or left click and dragging the
mouse.
5. Hit "enter".
NOTE: Fx button can also be used to select multiple cells or range, add comma (,) after cell or
range or simply press ctrl & select by left clicking or dragging the mouse.
Syntax:
=AVERAGE(range)
Counting cells is a tedious process. Even counting ten cells takes time.
There are several ways of executing the COUNT, COUNTA, COUNTBLANK Functions:
Method 1: fx Button
Using the fx button, Excel will give suggestions on how the syntax is encoded. You can try it for
yourself, before we move on.
Method 2: Function Syntax
=COUNT(range)
=COUNTA(range)
=COUNTBLANK(range)
* Range can be selected via mouse (Click and drag over chosen cells) or coded in
start_cell:end_cell.
4. Hit "enter".
MIN function – shows the smallest number in a set of values. This ignores text and logical
values.
MAX function – shows the largest number in a set of values. This function ignores text and
logical values.
2. Type “=” followed by the function name, then open parenthesis “(“
NOTE: To select multiple cells or ranges, add comma (,) after the cell or range, or simple
press ctrl and select by left clicking or dragging the mouse.
4. Hit "enter".
IF Function; VLOOKUP and HLOOKUP Functions
IF Function
This is the first conditional function you will encounter in Excel. The IF function has three
parts: the logical test, a replacement value if true, and a replacement value if false.
It checks whether a condition or criteria is met. If met, it yields "TRUE". Otherwise, it yields
"FALSE".
The value to show when True or False is optional to the user. The user can set the
number, text, special character, or a combination of the said values.
These values, aside from the number, should be quoted like in (“RED”).
Syntax:
5. Pick a value: when criteria is not met; then, close parenthesis “)”
6. Press "enter".
= Equal to
˃ Greater than
˂ Less than
˂˃ Not equal to
Additional Information:
It is possible to use this function with other functions AND() and OR() to define a series of
narrowing parameters. This is called a nested if statement. It will not be covered in this
course, but you are encouraged to read up on it and practice.
LOOKUP functions are reference functions that use an IF argument as a logical test.
Vertical or VLOOKUP and horizontal or HLOOKUP use a reference range to find the
corresponding cell (v or h) and returns that value.
HLOOKUP – looks for value in the top row of a table and returns the value in the same column
from a specified row
VLOOKUP – looks for value in the leftmost column of a table and returns a value in the same
row from a specified column
Syntax:
row_index – number of row starting from the top-most row in the table
3. Type the LOOKUP value or simply select the cell where it is located, then type comma “,”
5. Type the number of columns for VLOOKUP or row for HLOOKUP. This is the location
where the function will base the result.
8. Hit "enter".
COMMON MATH FUNCTIONS
These functions allow the user to perform common mathematical functions within cells. These
include mathematical operations between cells, simplified data presentation (round) or using
mathematical constants like pi.
=ROUND(number,num_digits)
5. Hit "enter".
RAND – used to return random number greater than or equal to (0) zero and less than (1) one.
1. Type “ =RAND() “
2. Hit "enter".
MOD – used to find the remainder after dividing a number by another number
=MOD(number,divisor)
2. Type “ =MOD( “
5. Hit "enter".
=INT(number)
3. Hit "enter".
ABS – used to return the absolute value of a given number, without a sign
=ABS(number)
2. Type “=ABS(“ , then choose a number to convert followed by a close parenthesis “)”
3. Hit "enter".
=SQRT(number)
3. Hit "enter".
5. Hit "enter".
PI – return of value of pi
=PI()
=COMBIN(number,number_chosen)
4. Hit "enter".
Math Operations