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Helpful Tips For Using Microsoft Excel 1661108181

This document provides an overview of helpful tips for using Microsoft Excel. It outlines various topics such as getting started with Excel, sharing and printing worksheets, using formulas and functions, importing and analyzing data, creating tables and charts, using pivot tables, entering and formatting data, and customizing Excel. The document contains over 50 sections that provide guidance on tasks like creating formulas, sorting and filtering data, working with tables and pivot tables, conditional formatting, and more. It aims to help users learn to utilize Excel's various features and capabilities.

Uploaded by

Mustafa Hassan
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
0% found this document useful (0 votes)
17 views

Helpful Tips For Using Microsoft Excel 1661108181

This document provides an overview of helpful tips for using Microsoft Excel. It outlines various topics such as getting started with Excel, sharing and printing worksheets, using formulas and functions, importing and analyzing data, creating tables and charts, using pivot tables, entering and formatting data, and customizing Excel. The document contains over 50 sections that provide guidance on tasks like creating formulas, sorting and filtering data, working with tables and pivot tables, conditional formatting, and more. It aims to help users learn to utilize Excel's various features and capabilities.

Uploaded by

Mustafa Hassan
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 10

Helpful Tips for Using

Microsoft Excel

LEARNING & DEVELOPMENT, HR 1


Contents
MS Excel .................................................................................................................... 3
Get Started.............................................................................................................. 3
Share and Print ....................................................................................................... 3
Formulas and Functions ......................................................................................... 3
Logical Functions .................................................................................................... 4
Errors ...................................................................................................................... 5
Import and Analyse ................................................................................................. 5
Tables ..................................................................................................................... 6
Sort and Filter ......................................................................................................... 6
Charts ..................................................................................................................... 6
Pivot Tables ............................................................................................................ 7
Data Models ............................................................................................................ 7
Enter Data ............................................................................................................... 8
Format Data ............................................................................................................ 8
Layout ..................................................................................................................... 9
Validation .............................................................................................................. 10
Customise ............................................................................................................. 10

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MS Excel

Get Started

Create a Workbook in Excel


Save you workbook to the One drive
Analyse and Format

Share and Print

Collaborate in Excel
Work on a file at the same time with co-authoring
Password protect a workbook
Protect a worksheet with or without a password
Remove a password from a worksheet or workbook
Print a worksheet in landscape or portrait orientation
Print rows with column headers on top of every page
Create and print mailing labels for an address list in Excel
Set a specific print area
Insert, move, or delete page breaks in a worksheet
Print the top row on every page
Preview worksheet pages before you print
Make a worksheet fit the printed page
Print gridlines in a worksheet
Scale a worksheet for printing
Repeat specific rows or columns on every printed page

Formulas and Functions

Overview of formulas in Excel


Define and use names in formulas

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Create a simple formula
Display or hide formulas
Move or copy a formula
Display or hide zero values
Use Excel as your calculator
Summing up ways to add and count Excel data
Count how often a value occurs
Find external references (links) in a workbook
Calculate the average of a group of numbers
Sum values based on multiple conditions
Calculate percentages
Subtract numbers
Guidelines and examples of array formulas
Write, insert, or change an equation
YouTube: Learn basic formulas and functions with Microsoft Creators (English only)
YouTube: Learn advanced formulas and Functions with Microsoft Creators (English
only)
SUM function
AVERAGE function
MAX function
MIN function
COUNT function
All functions (alphabetical)
All functions (categories)
YouTube: Learn basic formulas and functions with Microsoft Creators (English only)
YouTube: Learn advanced formulas and Functions with Microsoft Creators (English
only)

Logical Functions

Logically compare values with the IF function

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IF function - nested formulas and avoiding pitfalls
IFS function
Count cells using a single criteria, use the COUNTIF function
Count cells using multiple criteria, use the COUNTIFS function
Count unique values among duplicates
Add values that meet a single criteria with SUMIF function
Add all values that meet multiple criteria with SUMIFS function
Return the average of all cells that meet a single criteria with AVERAGEIF
Return the average of all cells that meet multiple criteria with AVERAGEIFS
AND-function
OR-function
NOT function
All logical functions

Errors

How to avoid broken formulas


How to correct #VALUE errors
How to correct #NUM errors
How to correct #NA error
How to correct #REF! error
How to correct #NAME? error
How to correct a ##### error
Hide error values and error indicators in cells
Count unique values among duplicates
All math functions

Import and Analyse

Getting Started with Get and Transform


Import data from external data sources

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View and Manage Queries in a Workbook
Add a query to an Excel worksheet
Introduction to the Query Editor
Shape data
Edit Query Step Settings
YouTube: Learn Get & Transform with Microsoft Creators (English only

Tables

Overview of Excel tables


Create and format tables
Copy a Word table into Excel
Format an Excel table
Resize a table by adding or removing rows and columns
Use calculated columns in an Excel table
Total the data in an Excel table
YouTube: Learn tables with Microsoft Creators (English only)

Sort and Filter

Sort data in a range or table


Filter data in a range or table
Filter for unique values or remove duplicate values

Charts

Available chart types in Office


Create a chart
Add a pie chart
Present your data in a Gantt chart
Create a waterfall chart in Office 2016

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Create a histogram
Change axis labels in a chart
Select data for a chart
Add axis titles to a chart
Add a trend or moving average line to a chart
YouTube: Learn charts and dashboards with Microsoft Creators (English only)

Pivot Tables

Create a PivotTable to analyze worksheet data


Use multiple tables to create a PivotTable
Calculate values in a PivotTable
Format PivotTables by using the Field List to arrange fields
Change the source data for a PivotTable
Delete a PivotTable
Create dynamic charts by using PivotCharts
Filter data in a PivotTable
Create a PivotTable timeline to filter dates
YouTube: Learn PivotTables with Microsoft Creators (English only)

Data Models

Create a data model in Excel


Import Data into Excel and Create a Data Model
Power Pivot Overview and Learning
Delete relationships between tables in a Data Model
Measures in Power Pivot
Data Model specification and limits
Add worksheet data to a Data Model using a linked table
Data Analysis Expressions DAX in Power Pivot
Upgrade Power Pivot Data Models to Excel 2013 or Excel 2016

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YouTube: Learn data analysis with Microsoft Creators (English only)

Enter Data

Enter data manually in worksheet cells


Fill data automatically in worksheet cells
Turn Flash Fill on in Excel 2016
Move or copy worksheets or worksheet data
Create a list of sequential dates
Create a custom list
Select cells, ranges, rows, or columns on a worksheet
Copy visible cells only
Move or copy cells and cell contents
Paste options
Locate hidden cells on a worksheet
Find or replace text and numbers on a worksheet
Find and remove duplicates
Learn how to use rows, columns, and cells with Microsoft Creators (English only)

Format Data

Available number formats


Apply or remove cell borders
Format numbers
Format numbers as percentages
Format a date the way you want
Format text in cells
Format numbers as dates or times
Format numbers as currency
Keeping leading zeros and large numbers
Create or delete a custom number format

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Hide or show gridlines on a worksheet
Change the case of text
Convert numbers stored as text to numbers
Wrap text in a cell
Align or rotate text in a cell
Use conditional formatting to highlight information
Learn formatting with Microsoft Creators (English only)

Layout

Hide or show worksheets or workbooks


Insert or delete cells, rows, and columns
Hide or show rows or columns
Move or copy cells
Change the column width and row height
Merge and unmerge cells
Combine text from two or more cells into one cell
Split text into different columns with the Convert Text to Columns Wizard
Freeze panes to lock rows and columns
Create, apply, or delete a custom view
Lock or unlock specific areas of a protected worksheet
Turn off Scroll Lock
Split panes to lock rows or columns in separate worksheet areas
Automatically number rows
Group or ungroup shapes, pictures, or other objects
Insert or delete a worksheet
Split text into different columns with functions
Combine two or more columns by using a function
Consolidate data in multiple worksheets
Learn formatting with Microsoft Creators (English only)
Learn how to use rows, columns, and cells with Microsoft Creators (English only)

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Validation

Apply data validation to cells


More on data validation
Create a drop-down list
Add or remove items from a drop-down list
Remove a drop-down list

Customise

Customize the QAT (Quick Access Toolbar)


Customize the ribbon in Office
View two or more worksheets at the same time

LEARNING & DEVELOPMENT, HR 10

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