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Excel Shortcuts

The document discusses various Excel functions organized into categories including data cleaning, text manipulation, lookups, calculations, and generally helpful functions. Key functions covered include TRIM, LEFT, RIGHT, MID, YEAR, EOMONTH, TEXT, CONCATENATE, VALUE, TEXTJOIN, SUBSTITUTE, XLOOKUP, INDEX/MATCH, SUMIFS, COUNTIFS, AVERAGEIFS, MINIFS/MAXIFS, UNIQUE, and IFERROR.

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1K views

Excel Shortcuts

The document discusses various Excel functions organized into categories including data cleaning, text manipulation, lookups, calculations, and generally helpful functions. Key functions covered include TRIM, LEFT, RIGHT, MID, YEAR, EOMONTH, TEXT, CONCATENATE, VALUE, TEXTJOIN, SUBSTITUTE, XLOOKUP, INDEX/MATCH, SUMIFS, COUNTIFS, AVERAGEIFS, MINIFS/MAXIFS, UNIQUE, and IFERROR.

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Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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SHORTCUTS

GENERALLY HELPFUL (1 OF 2)

REPETITION IS THE KEY TO RETENTION


SHORTCUTS
GENERALLY HELPFUL (2 OF 2)

REPETITION IS THE KEY TO RETENTION


SHORTCUTS
FORMATTING (1 OF 2)

REPETITION IS THE KEY TO RETENTION


SHORTCUTS
FORMATTING (2 OF 2)

REPETITION IS THE KEY TO RETENTION


SHORTCUTS
SELECTION + NAVIGATION

REPETITION IS THE KEY TO RETENTION


SHORTCUTS
VIEWS

REPETITION IS THE KEY TO RETENTION


FUNCTIONS
CLEANING

TRIM: Used in data cleaning to remove leading LEFT: Used to grab some number of
or trailing blanks that are often difficult to see in characters starting from the left of the cell
the source data contents
Syntax: Syntax:
TRIM(Cell Reference) LEFT(Cell Reference,char num)

RIGHT: Used to grab some number of MID: Used to grab some number of characters
characters starting from the right of the cell starting from a designated count from the left
contents of a cell's contents
Syntax: Syntax:
RIGHT(Cell Ref,char num) MID(Cell Ref,Start Num, Char Num)

REPETITION IS THE KEY TO RETENTION


FUNCTIONS
MANIPULATING (1 OF 2)

YEAR: Used to extract the year from a date. EOMONTH: Used to derive the last day in a
Similar to MONTH, DAY, and other related month determined by a dated cell and a
functions specific number of months to roll forward.
Syntax: Syntax:
YEAR(Date Reference) EOMONTH(Date Cell, Months)

TEXT: Incredibly useful function for a variety of Not CONCATENATE: Instead of the
things, namely in extracting specialized formats CONCATENATE or CONCAT functions, use
from cells. the ampersand (&) to join strings and cell
contents to create something new.
Syntax:
TEXT(Cell Reference, Format) Syntax:
Cell&"Text 1"&Cell&"Text2"

REPETITION IS THE KEY TO RETENTION


FUNCTIONS
MANIPULATING (2 OF 2)

VALUE: Used to extract the TEXTJOIN: Used to combine an array of values into
value from a value stored as text. one string with custom delimiter and empty cell rule
Helpful if you want to maintain options.
original data.
Syntax:
Syntax: TEXTJOIN(delimiter,empty cell rule, array)
VALUE(Text Reference)

FORMULATEXT: Quick way to SUBSTITUTE: Useful function to replace specific


show the formula in another cell values within a string and maintain original data.
without having to copy and paste
using apostrophes or other work Syntax:
arounds. SUBSTITUTE(Cell Reference, what to substitute, with
what)
Syntax:
FORMULATEXT(Cell reference)

REPETITION IS THE KEY TO RETENTION


FUNCTIONS
LOOKUPS

XLOOKUP: Used to look up values using an index reference.


Replaces VLOOKUP, HLOOKUP, and INDEX/MATCH if used
carefully.
Syntax:
XLOOKUP(Lookup value, Lookup Array, Return Array)

INDEX/MATCH: If you do not have XLOOKUP available on your


version of Excel, INDEX/MATCH is the next best option. It uses the
combination of functions to perform lookups in a much more flexible
way than VLOOKUP and HLOOKUP.
Syntax:
INDEX(Return Array,MATCH(Lookup Value, Lookup Array,0))

REPETITION IS THE KEY TO RETENTION


FUNCTIONS
CALCULATIONS (1 OF 2)

SUMIFS: Used to sum values from a data set


using specific criteria
Syntax:
SUMIFS(Sum Range,Criteria range 1, Criteria 1,
Criteria Range N, Criteria N)

COUNTIFS: Used to count instances from a data


set using specific criteria
Syntax:
COUNTIFS(Criteria range 1, Criteria 1, Criteria Range
N, Criteria N)

REPETITION IS THE KEY TO RETENTION


FUNCTIONS
CALCULATIONS (2 OF 2)

AVERAGEIFS: Used to average values from a data set using


specific criteria
Syntax:
AVERAGEIFS(Average Range,Criteria range 1, Criteria 1,
Criteria Range N, Criteria N)

MINIFS/MAXIFS: Used to extract the minimum/maximum value from an array meeting specific
criteria
Syntax:
MINIFS/MAXIFS(Value Array, Criteria range 1, Criteria 1, Criteria Range N, Criteria N)

REPETITION IS THE KEY TO RETENTION


FUNCTIONS
GENERALLY HELPFUL

UNIQUE: Easily extract the unique values from an Array


without having to de-duplicate. It is a dynamic spill function.
Syntax:
UNIQUE(Array you want unique values from)

IFERROR: Used to create rules for how to present calculations


with errors as outputs. Used to flag errors or clean presentation
layer data.
Syntax:
IFERROR(Original calculation, Value to display if an error results)

REPETITION IS THE KEY TO RETENTION

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