Quick Access Toolbar: o Select “More Commands” · o To remove filter, Check (Select All), or...

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Excel Tips, Tricks and Best Practices 2/18/2016 Page 1 Microsoft Excel: Tips, Tricks & Best Practices Tips: Quick Access Toolbar: o Select “More Commands”

Transcript of Quick Access Toolbar: o Select “More Commands” · o To remove filter, Check (Select All), or...

Page 1: Quick Access Toolbar: o Select “More Commands” · o To remove filter, Check (Select All), or select worksheet or column and click on “Filter” from the toolbar to deselect

ExcelTips,TricksandBestPractices2/18/2016 Page1 

MicrosoftExcel:Tips,Tricks&BestPracticesTips: QuickAccessToolbar:

o Select“MoreCommands”

Page 2: Quick Access Toolbar: o Select “More Commands” · o To remove filter, Check (Select All), or select worksheet or column and click on “Filter” from the toolbar to deselect

ExcelTips,TricksandBestPractices2/18/2016 Page2 

Personalize:o Select“General”

InsertComment:

o SelectCell,RightClick,“InsertComment”

Page 3: Quick Access Toolbar: o Select “More Commands” · o To remove filter, Check (Select All), or select worksheet or column and click on “Filter” from the toolbar to deselect

ExcelTips,TricksandBestPractices2/18/2016 Page3 

Tricks: Auto‐fitColumns&Rows:

Hoveroverrowheadingtotherightofcolumntoautofit(cross‐hairpointer)anddoubleleftclick:

Exampleofpointernotincorrectplace,thiswillnotwork:

Selectallrows,columns&cellsonaworksheet(orCtrl+a):

Withtheentireworksheetselected,youcanauto‐fitallcolumnsatthesametime.(Hoveranddoubleleftclick.)

Withtheentireworksheetselected,youcanauto‐fitallrowsatthesametime.(Hoveranddoubleleftclick.)

Page 4: Quick Access Toolbar: o Select “More Commands” · o To remove filter, Check (Select All), or select worksheet or column and click on “Filter” from the toolbar to deselect

ExcelTips,TricksandBestPractices2/18/2016 Page4 

ScreenShot:selectwindowname,Alt+PrtScn(tocopy),Ctrl+v(topaste):

(Thisworkswithallwindowsapplications)

GoalSeek(findoutcomeneededbychangingadatainputvalue)

Willopen:

Page 5: Quick Access Toolbar: o Select “More Commands” · o To remove filter, Check (Select All), or select worksheet or column and click on “Filter” from the toolbar to deselect

ExcelTips,TricksandBestPractices2/18/2016 Page5 

Filter

o Selectentireworksheettoapplyfiltertoallcolumnso Selectacolumntoapplyfiltertoonecolumno Thenclickon“Filter”fromthetoolbaro Tousefilter,selectarrowdownbox,thencheck/uncheckitemstofilteron(check)orhide

(uncheck),andselect“OK”:

o Toremovefilter,Check(SelectAll),orselectworksheetorcolumnandclickon“Filter”fromthetoolbartodeselectfilteroption

Page 6: Quick Access Toolbar: o Select “More Commands” · o To remove filter, Check (Select All), or select worksheet or column and click on “Filter” from the toolbar to deselect

ExcelTips,TricksandBestPractices2/18/2016 Page6 

Sort

o Selectentireworksheet(inmostcases),clickononeof3sortoptionfromtoolbar.Thisoption

providesthemostflexibilityandwillopenthefollowingwhereyoucansortonmultiplecolumns:

Sumif

Page 7: Quick Access Toolbar: o Select “More Commands” · o To remove filter, Check (Select All), or select worksheet or column and click on “Filter” from the toolbar to deselect

ExcelTips,TricksandBestPractices2/18/2016 Page7 

BestPractices: FileName,footer,andprintsetup:

o Includethenameofdept.orcenterinthefilenameandversionifthedataisgoingthroughmanyscenarios.(Thisisextremelyimportantwhensubmittingyourdatatosomeonewhoiscollectingitfrommanydepartmentsorcenters.)(i.e.SoS_Biol_StudentFcst_v1.xlsx)

o Nametheworksheettab(selecttab,rightclick,rename)(i.e.StudentFcst)o InsertFooter:includethefilepathandthecurrentdate.(Thisisaneasyreminderofwhere

thefileisstoredandwhatdateyouprintedthepaperyouarelookingat.)

Page 8: Quick Access Toolbar: o Select “More Commands” · o To remove filter, Check (Select All), or select worksheet or column and click on “Filter” from the toolbar to deselect

ExcelTips,TricksandBestPractices2/18/2016 Page8 

o Select“Header/Footer”tab,thenCustomFooter,andOK:

Page 9: Quick Access Toolbar: o Select “More Commands” · o To remove filter, Check (Select All), or select worksheet or column and click on “Filter” from the toolbar to deselect

ExcelTips,TricksandBestPractices2/18/2016 Page9 

o Formattheworksheetforthebestprintingimagebeforecompletingthefileandsavingitoremailingitouttoanothercolleague(UsePrintPreviewtocheck:file,print,orshortcutonquickaccesstoolbar)

o Youcanalsoauto‐fitbeforeprinting


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