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 Entering data or formulas:

i. Tab puts data in cell and moves selected cell to right


ii. Ctrl + Enter puts data in cell and keeps cell selected
iii. Enter puts data in cell and moves selected cell down
 * - ASTRIX
 Select whole table: i. Click in one cell in table: 1. Ctrl + * (Number pad) 2. Ctrl + Shift + 8
 Decrease and increase decimal in ribbon option doesn’t ROUND OFF!
 Percentage in ribbon dropdown rounds off.
 PRINT PREVIEW – cntrl + f2
 PAGE SETUP – ALT +PSP
 NAVIGATE – ALT and select corresponding letters displayed.
 Selection Cursor is the “thick white cross with a slight black shadow” cursor.
 Move Cursor
 Cross hair Cursor
 “Range of Cells”, like B2:G2. “Range of Cells” can also be referred to as a “Range”.
 When we see a function that we want from our drop-down list, we use the Tab key to insert the
function, like in this picture
 Chart Junk 1. Chart Junk = anything in chart that does not help to deliver message
 Open Format Chart Task Pane with Ctrl + 1
 You can link the Chart Title to a cell - Click in Formula Bar and Type Equal sign
 Page Setup: i. Keyboard = Alt, P, S, P. Customize footer by clicking on displayed shortcuts
 Ctrl + 1 = Format Cells dialog box
 Ctrl + * = Highlight current Table (Current Region)

COUNT COUNTA SUM


Counts Numbers Counts cells not empty Adds numbers
Count ALL Numbers Count ALL Words Sum ALL Numbers
9 9 $2,400

**When you specify a "criteria" or "condition" you are saying: "don't make the
calculation on all the items, just on some of the items".
COUNTIFS SUMIFS
Count w/ 1 or more
criteria Add w/ 1 or more criteria
Criteria Count Sum
Gigi    
Criteria Count Sum
10/23/2017    
 PIVOT
TABLE
AND
SUMIFS REPORT CAN BE MADE FOR PROPER DATA SET

 we must lock the ranges of cells in sumif function.


 Change the design after the formulation of pivot table. Create tabular form.
 Change number format by right clicking values of pivot table.
 Alt keyboard shortcut to pivot table – At + N +V + T
 Values automatically/default is summing them up. With a cell selected in the Values area of
the PivotTable, you can right-click and point to “Summarize Values By” and then select a
calculations such as “Average”
 If you want to change the summary calculation in the Values area, right-click the Values area in
the PivotTable Report, point to one of these two options:
1. “Summarize Values By” and then select an aggregate calculation such as “Average”, or “Max”,
or “More Options”.
2. “Show Values As” and then select a calculation such as “% of Column Total”, “Running Total”,
“Difference From” or other calculations.

 Values area is where you drop Field Names that you want to make a calculation upon.
 If we drag a Text Field in the Values area, the default calculation will be to COUNTA
 Rows and Columns area is where you drop Field Names that are Criteria for calculation in Values
area.
 Cross Tabulated Report
 PivotTable Slicers- click in one cell in the PivotTable Report, then go to the Analyze Tab, then in
the Filter Group, click the Insert Slicer button.
 Hide Buttons in Slicer when there is no data: i. Right-click Slicer and point to “Slicer Settings”,
then check the box for: “Hide items with no data.”
 Connect Multiple PivotTables to a Slicer: i. Right-click Slicer and point to “Report Connections”
and then check the boxes for the desired PivotTables.
 Ctrl + Shift + Arrow Key ==>> Select column or row (go until it sees an empty cell). Works in
cells, formulas, dialog boxes.
 Ctrl + Backspace ==>> Jump Back to Active Cell
 Number Formatting allows you to change how the Number is displayed without actually
changing the underlying number that sits in the cell. You can think of Number Formatting as a
“Façade”
 Formulas do not “see” Number Formatting. Formulas make calculations on the underlying
number that sits in the cell
 ROUNDING
 How to round by hand? 52.727625 – 52.73. 52.724584 – 52.72 (4 or less ==>> remove
unwanted digits)
 When you MUST use ROUND: i. You are required to round, like with Money. ii. You have
extraneous decimals, like past the penny position. iii. You will use formula result in a
subsequent formula.

 Some Date Math Formulas:


1. =End Date – Start Date = Number of Days Between Two Dates (Number of days an invoice is
late).
2. =End Date – Start Date + 1= Number of Days Between Two Dates Including the Start Date
(Number of days for a project that includes the start date).
3. =Loan Issue Date + Number of Days Loan Outstanding = Maturity Date.
 Some examples of Excel Date Functions:
1. EDATE function allows you to take a date and get the same day in a future or past month. i.
=EDATE(Date,2) jumps two months ahead ii. =EDATE(Date,-2) jumps two months backwards.
2. EOMONTH
i. =EOMONTH(Date,0) gives you the end of the month
ii. =EOMONTH(Date,1) gives you the end of next month
iii. =EOMONTH(Date,-1) gives you the end of last month.
 Ctrl + ; = Keyboard for hardcoding today's date.
 Some Time Math Formulas:
1. =(End Time – Start Time)*24 = Hours worked in a non-night-shift day.
2. =MOD(End Time – Start Time,1)*24 = Hours worked in a day or night-shift day
 Ctrl + Shift + ; = Keyboard for hardcoding current time.
 Ctrl + Shift + ~ or Ctrl + Shift + ` = Apply General Number Formatting (Eraser)
 Search for function using Insert Function Dialog Box: Fx button on Formula Bar,
 Keyboard For Insert function : Shift + F3
 Join operator: Ampersand (&)
 Text within quotation marks, like ", "
 LEFT(text, [num_chars])
 RIGHT(text, [num_chars])
 Zero Length Text String to use in Formula to Show Nothing i. The way to Show Nothing in an
Excel Formula is to use a Zero Length Text String by using Two Double Quotes with nothing
between them, like: ""
 List of ISFUNCTIONS:
1. ISNUMBER(value) Value refers to a number.
2. ISTEXT(value) Value refers to text.
3. ISBLANK(value) Value refers to an empty cell.
4. ISERROR(value) Value refers to any error value.

 VLO
OKU
P
function is much easier to use than the IF Function when we have more than one of two items
to put in a cell or formula
 For “Approximate Match” we must put = TRUE or 1 or omitted.
 For “Exact Match” we must put = FALSE or 0.
 Data Validation List i. If you are using VLOOKUP with “Exact Match” as the first argument, we
can validate the values that go into the first argument of VLOOKUP, lookup_value, by using the
Data Validation List feature.
 Create a dynamic range for vlookup function - Click in one cell in Proper Data Set iii. Click on
Table button in Table group in Insert Ribbon Tab (or just use keyboard: Ctrl + T). Name Table in
Table Tools Design Ribbon Tab, Properties group. You can NOT use spaces in the Table
 Refresh the pivot table if you do this for that
 VERY IMP MIXED CELL REFERENCING
 Do – horizontal cell * vertical cell in the cross tabular table.
 In horizontal – press fn + f2 twice
 In vertical – press fn + f2 thrice
 Drag

Keep in mind - the Assumption table has to be orientated in the same way as the table with
formulas
• Horizontal / Horizontal works. • Vertical / Vertical works. • Horizontal / Vertical will NOT
work.
 Create Names From Selection Ctrl + Shift + F3 OR Formulas Ribbon Tab
 Keep in mind the name selection is not dynamic.
 Format Painter:
1. Format Painter (Paint Brush) can copy Formatting Only, then you use your cursor to click and
apply Copied Formatting.
2. Format Painter is on the Mini Toolbar or in the Clipboard group in the Home Ribbon Tab
3. If you Double Click Format Painter button, you can use the Copied Formatting over and over.
4. To turn off a Double-Click Format Painter, use the Esc key.
 Add New Cell Style:
1. Add style to a cell
2. Go to Styles group in the Home Ribbon and click on New Cell Style at the bottom
3. Name the Style
4. To use the Cell Style: select cells and apply new style
 AND Logical Test – TRUE, TRUE
 Ctrl + EFlash Fill
 Ctrl + F11Insert New Sheet
 Keyboard: Ctrl + Shift + L, LRemove All Sorting Filters

"Sort Times for each Racer"
or Major Sort = Racer
"Sort Times within Racer column"

Two ways to sort on multiple columns:


1) Buttons: Major Sort is last
2) Sort dialog box, Major Sort on top
• Chart Junk means chart elements like:
1. Unnecessary Repetition.
2. Chart elements that do not contribute to the message.
3. Chart elements that make the chart look busy:
i. Too many different colors
ii. Patterns that are distracting.
4. 3-D effects that are not necessary and can be misleading

 Legend = list of categories


 Chart Elements in X-Y Scatter Chart: Markers = tell you the distance along x axis AND distance
along y axis, Dotted line = estimated regression line.
 Format Chart Element with Task Pane (keyboard: Ctrl + 1)
 If the chart does not come out right, Right-click Chart and click on “Select Data”
 Link Labels to Cells
 1) F11 = Create Chart on a new sheet 2) Alt + F11 = Create Chart on currently selected sheet.
 It is more effective to use Column or Bar Charts than Pie Charts
 X-Y Scatter • Horizontal Axis = Independent Variable = x. • Vertical Axis = Dependent Variable =
f(x) = y
 Always put X values in Left Most Column in the Table of Data. This helps the chart understand
which variable is x and therefore should be on horizontal axis.
 Add Regression Line and Equation and R Square:
Right-click plotted scatter markers
Add Trendline
Select Linear
Check check box for Show Equation
Check check box for R Square
 PASTE SPECIAL –
Cntrl+Alt+V
Formula
Values
Transpose
Multiply
Chart – Copy, Click on required chart, extreme left ribbon dropdown of paste, paste special,
format002E
Use Paste Special with Arithmetic operations

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