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EXCEL FOR

ANALYTICS
THE ULTIMATE GUIDE

ALL SHORTCUTS + FUNCTIONS


FEATURED IN THE PRACTICUM FOR

FROM
SHORTCUTS
GENERALLY HELPFUL

REPETITION IS THE KEY TO RETENTION


SHORTCUTS
SELECTION + NAVIGATION

REPETITION IS THE KEY TO RETENTION


SHORTCUTS
FORMATTING

REPETITION IS THE KEY TO RETENTION


FUNCTIONS
CLEANING

TRIM: Used in data cleaning to LEFT: Used to grab some


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

RIGHT: Used to grab some MID: Used to grab some


number of characters starting number of characters starting
from the right of the cell from a designated count from
contents the left 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

YEAR: Used to extract the year EOMONTH: Used to derive the


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

TEXT: Incredibly useful function Not CONCATENATE: Instead


for a variety of things, namely in of the concatenate function, use
extracting specialized formats the ampersand (&) to join strings
from cells. 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
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

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


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