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Excel Tricks You Should Memorize: A Comprehensive Guide

Excel is a versatile and powerful tool that is widely used in many industries for data analysis, reporting, and visualization. It allows users to organize and analyze large sets of data quickly and easily, perform complex calculations and modeling, and create visually appealing charts and graphs to help communicate their findings. Excel’s widespread popularity is due to its accessibility, flexibility, and ease of use, making it an essential tool for a wide range of professionals, including accountants, finance professionals, marketers, project managers, scientists, and many others. Additionally, Excel can be easily integrated with other software and tools, making it a valuable asset for businesses of all sizes.

Excel is an incredibly powerful tool that can help you manage and analyze data with ease. However, to get the most out of Excel, it’s important to learn a few tricks and shortcuts that can save you time and make your work more efficient. In this article, we’ll go over 50 Excel tricks that you should memorize to help you become an Excel expert.

Why Should You Learn Excel?

Learning Excel tricks can significantly improve productivity and efficiency, making it a valuable skill for any professional. Here are some reasons why:

  1. Save time: Knowing Excel tricks and shortcuts can help you perform tasks quickly and efficiently, saving you a lot of time in the long run. For example, by using keyboard shortcuts instead of clicking through menus, you can perform tasks much faster.
  2. Reduce errors: Excel tricks can also help you reduce errors in your work. By automating repetitive tasks, you can minimize the risk of making mistakes and ensure that your work is accurate and consistent.
  3. Improve analysis: Excel tricks can help you analyze data more effectively. For example, by using functions like PivotTables or conditional formatting, you can quickly identify patterns and trends in your data, making it easier to draw insights and make informed decisions.
  4. Enhance presentation: Excel tricks can also help you create more visually appealing and engaging presentations. By using tools like charts, graphs, and conditional formatting, you can make your data more accessible and understandable to your audience.

Overall, learning Excel tricks can help you work more efficiently, accurately, and creatively, making it a valuable skill to have in any profession. By investing time and effort into learning and mastering these skills, you can increase your productivity, improve the quality of your work, and ultimately achieve better results.

Excel Tricks You Should Memorize

Navigation Tricks

  1. Use the arrow keys to navigate around a worksheet quickly. Pressing the up, down, left, or right arrow keys will move the active cell in that direction.
  2. Use the Ctrl+Arrow keys to jump to the last cell with data in a row or column. For example, pressing Ctrl+Down Arrow will take you to the last cell in the current column with data.
  3. Use the Ctrl+Shift+Arrow keys to select large ranges of data quickly. For example, pressing Ctrl+Shift+Down Arrow will select all the cells from the active cell to the last cell with data in the column.
  4. Switch between worksheets with the Ctrl+Page Up/Page Down keys. This is useful when you have multiple worksheets in a workbook and need to switch between them quickly.

Formatting Tricks

  1. Use the Ctrl+1 keyboard shortcut to quickly access the Format Cells dialog box. This shortcut allows you to quickly format cells as numbers, dates, currency, percentages, or scientific notation.
  2. Use keyboard shortcuts to format cells as numbers, dates, currency, percentages, or scientific notation. For example, press Ctrl+Shift+$ to format cells as currency.
  3. Use the Ctrl+Shift+* key to select the current region. This shortcut selects the range of cells around the active cell that contain data.

Charting Tricks

  1. Quickly create a chart with the F11 key. This shortcut creates a chart using the current range of cells as the data source.
  2. Create a named range with the Ctrl+Shift+F3 key. This shortcut opens the Create Names dialog box, where you can name a range of cells and use it as a data source for charts and formulas.

Editing Tricks

  1. Edit cells directly in the formula bar with the F2 key. This shortcut allows you to edit the contents of a cell without clicking on it.
  2. Add line breaks within cells with the Alt+Enter key. This shortcut is useful when you need to add multiple lines of text within a cell.
  3. Create array formulas with the Ctrl+Shift+Enter keys. This shortcut is useful when you need to perform calculations on multiple cells at once.

Find and Replace Tricks

  1. Use keyboard shortcuts to open the Find and Replace dialog boxes. Pressing Ctrl+F opens the Find dialog box, and pressing Ctrl+H opens the Replace dialog box.
  2. Apply filters with the Ctrl+Shift+L key. This shortcut opens the AutoFilter drop-down menu, where you can filter data based on specific criteria.
  3. Open drop-down lists with the Alt+Down arrow key. This shortcut is useful when you need to select an item from a drop-down list in a cell.

Undo and Redo Tricks

  1. Use the Ctrl+Z and Ctrl+Y keys to undo and redo previous actions. These shortcuts are useful when you need to undo or redo a mistake quickly.

Time and Date Tricks

  1. Insert the current time with the Ctrl+Shift+: key. This shortcut inserts the current time into the active cell in the format of hh:mm:ss.
  2. Insert the current date with the Ctrl+; key. This shortcut inserts the current date into the active cell in the format of mm/dd/yyyy.

Function Tricks

  1. Use the =RAND() function to generate a random number between 0 and 1. This function is useful when you need to generate a random value for testing or simulation purposes.
  2. Use the =VLOOKUP() function to search for a value in a table and return a corresponding value from another column. This function is useful when you need to search for a specific value in a large dataset.
  3. Use the =SUMIF() function to sum values in a range that meet a specific criterion. This function is useful when you need to sum only certain values in a dataset.
  4. Use the =COUNTIF() function to count the number of cells in a range that meet a specific criterion. This function is useful when you need to count only certain values in a dataset.
  5. Use the =IF() function to perform conditional calculations. This function allows you to specify a condition and perform a calculation based on whether that condition is true or false.

Formula Tricks

  1. Use absolute references with the $ symbol. Absolute references allow you to refer to a specific cell or range of cells in a formula, regardless of where the formula is copied or moved.
  2. Use named ranges to make formulas more readable and easier to understand. Named ranges allow you to give a specific range of cells a name that can be used in formulas instead of referring to the cell references directly.
  3. Use array formulas to perform calculations on multiple cells at once. Array formulas allow you to perform calculations on multiple cells and return a single result.

Pivot Table Tricks

  1. Use pivot tables to summarize large datasets quickly. Pivot tables allow you to group and summarize data based on different criteria, such as dates or categories.
  2. Use the Refresh button to update pivot table data automatically. When the underlying data in your worksheet changes, simply click the Refresh button to update the pivot table with the new data.
  1. Use the Group function to group data in a pivot table by dates, months, quarters, or years. This function is useful when you need to analyze trends over time.
  2. Use the calculated field feature to create custom calculations in a pivot table. This feature allows you to create new calculations based on existing data in your pivot table.

Chart Tricks

  1. Use the Quick Analysis tool to create charts quickly. This tool allows you to select a range of data and quickly create a chart without having to navigate through the ribbon.
  2. Use the Recommended Charts feature to choose the best chart type for your data. This feature analyzes your data and suggests the most appropriate chart type based on the type of data you have.
  3. Use chart templates to create consistent chart designs. Chart templates allow you to create custom chart designs and save them for future use.

Data Validation Tricks

  1. Use data validation to control the type of data that can be entered into a cell. Data validation allows you to restrict data entry to specific types of values, such as whole numbers or dates.
  2. Use drop-down lists with data validation to make data entry faster and more accurate. Drop-down lists allow users to select a value from a pre-defined list, reducing the chance of errors.

Formatting Tricks

  1. Use conditional formatting to highlight cells based on specific criteria. Conditional formatting allows you to highlight cells that meet certain conditions, such as cells that are above or below a certain value.
  2. Use cell styles to apply consistent formatting across your worksheet. Cell styles allow you to apply a set of formatting options to a cell or range of cells, such as font size and color.
  3. Use the Format Painter tool to quickly copy formatting from one cell to another. This tool allows you to copy formatting from one cell and apply it to another cell with a single click.

Collaboration Tricks

  1. Use the Track Changes feature to keep track of changes made by multiple users. This feature allows you to see who made changes to a worksheet and when the changes were made.
  2. Use comments to provide feedback and collaborate with other users. Comments allow you to leave notes on specific cells or ranges of cells, making it easy to communicate with other users.

Keyboard Shortcuts

  1. Use the Ctrl + C and Ctrl + V keyboard shortcuts to copy and paste data quickly. These shortcuts allow you to copy data from one cell and paste it into another cell with just a few keystrokes.
  2. Use the Ctrl + Z keyboard shortcut to undo changes quickly. This shortcut allows you to undo the last action you performed, making it easy to correct mistakes.
  3. Use the Ctrl + F keyboard shortcut to find specific data in your worksheet. This shortcut allows you to quickly search for a specific value or text string in your worksheet.

Macros

  1. Use macros to automate repetitive tasks. Macros are small programs that can be created in Excel to automate tasks such as data entry or formatting.
  2. Use the Macro Recorder feature to create macros quickly and easily. This feature records your actions in Excel and creates a macro based on those actions.

Other Tricks

  1. Use the Freeze Panes feature to keep column and row headings visible while scrolling through a large dataset. This feature is useful when working with large datasets that extend beyond the visible area of the worksheet.
  2. Use the Find and Replace feature to quickly change specific values or text strings in your worksheet. This feature allows you to search for a specific value or text string and replace it with another value or text string.
  3. Use the Text to Columns feature to split data in a single column into multiple columns. This feature is useful when you need to organize data into separate columns, such as splitting a full name into a first name and last name column.
  4. Use the Watch Window to monitor specific cells or ranges. This feature allows you to keep an eye on important cells, even if they are located on a different sheet or workbook.
  5. Use the Power Query Editor to clean and transform data. This feature allows you to easily reshape and clean up data from multiple sources, including CSV, text files, and databases, and load it into Excel for analysis.

Another 50 Excel Tricks That Will Come In Handy

Learning these 50 Excel tricks will not only save you time and effort, but also make you more productive and efficient when working with large amounts of data. From keyboard shortcuts to advanced formulas and functions, these tricks will help you analyze, organize, and present data with ease. Whether you’re a beginner or an advanced Excel user, these tricks will undoubtedly come in handy and help you achieve better results in your work. So, start learning and mastering these Excel tricks today, and see how they can improve your productivity and efficiency!

  1. Using keyboard shortcuts to quickly navigate around a worksheet (e.g. Ctrl+Arrow keys).
  2. Using the Ctrl+Shift+Arrow keys to select large ranges of data quickly.
  3. Using the Ctrl+Page Up/Page Down keys to switch between worksheets.
  4. Using the F4 key to repeat the last action.
  5. Using the Alt key to access the Ribbon commands via keyboard shortcuts.
  6. Using the Ctrl+1 key to quickly access the Format Cells dialog box.
  7. Using the Ctrl+Shift+# and Ctrl+Shift+@ keys to quickly format cells as numbers and dates, respectively.
  8. Using the Ctrl+Shift+$ and Ctrl+Shift+% keys to quickly format cells as currency and percentages, respectively.
  9. Using the Ctrl+Shift+^ key to quickly format cells as scientific notation.
  10. Using the Ctrl+Shift+~ key to quickly format cells as general.
  11. Using the Ctrl+Shift+* key to select the current region.
  12. Using the F11 key to quickly create a chart.
  13. Using the Ctrl+Shift+F3 key to create a named range.
  14. Using the F2 key to edit cells directly in the formula bar.
  15. Using the Alt+Enter key to add line breaks within cells.
  16. Using the Ctrl+Shift+Enter keys to create array formulas.
  17. Using the Ctrl+K key to insert hyperlinks.
  18. Using the Ctrl+Shift+O key to select all cells with comments.
  19. Using the Ctrl+Shift+F key to open the Find and Replace dialog box.
  20. Using the Ctrl+H key to open the Replace dialog box.
  21. Using the Ctrl+F key to open the Find dialog box.
  22. Using the Ctrl+E key to activate the Flash Fill feature.
  23. Using the Ctrl+Shift+L key to apply filters.
  24. Using the Alt+Down arrow key to open drop-down lists.
  25. Using the Ctrl+Spacebar key to select an entire column.
  26. Using the Shift+Spacebar key to select an entire row.
  27. Using the Ctrl+Shift+Page Up/Page Down keys to move or copy worksheets.
  28. Using the Ctrl+Z key to undo previous actions.
  29. Using the Ctrl+Y key to redo previous actions.
  30. Using the Ctrl+Shift+: key to insert the current time.
  31. Using the Ctrl+; key to insert the current date.
  32. Using the Alt key to insert symbols and special characters.
  33. Using the =RAND() function to generate random numbers.
  34. Using the =NOW() function to display the current date and time.
  35. Using the =SUMIF() function to sum cells based on a condition.
  36. Using the =COUNTIF() function to count cells based on a condition.
  37. Using the =AVERAGEIF() function to average cells based on a condition.
  38. Using the =VLOOKUP() function to look up data from a table.
  39. Using the =IFERROR() function to handle errors in formulas.
  40. Using the =CONCATENATE() function to join text from multiple cells.
  41. Using the =TEXT() function to format cells as text.
  42. Using the =LEFT(), =MID(), and =RIGHT() functions to extract text from cells.
  43. Using the =LEN() function to count the number of characters in cells.
  44. Using the =SUBSTITUTE() function to replace text in cells.
  45. Using the =TRIM() function to remove extra spaces from cells.
  46. Using the =PROPER() function to convert text to proper case.
  47. Using the =LOWER() function to convert text to lowercase.
  48. Using the =UPPER() function to convert text to uppercase.
  49. Using the =COUNT() function to count the number of cells that contain data.
  50. Using the =MAX() and =MIN() functions to find the maximum and minimum values in a range of cells.

Conclusion

In conclusion, learning Excel tricks can be extremely valuable for any professional looking to improve their productivity, accuracy, and efficiency. With its versatility and flexibility, Excel offers a wide range of tools and functions to help you analyze and visualize data, automate tasks, and create visually appealing presentations. By investing time and effort into learning and mastering these skills, you can streamline your workflow, reduce errors, and ultimately achieve better results. Whether you are a finance professional, marketer, scientist, or any other type of professional, learning Excel tricks can help you work more effectively and creatively, making it a valuable skill to have in today’s fast-paced business environment.

Anand Singh, Mentor at Coding Invaders
Anand Singh, Mentor at Coding Invaders
Hello! I'm Anand Singh, a detail-oriented and passionate data analyst committed to helping businesses thrive. As an engineering graduate from the esteemed Sir Mvit Institute, I bring a strong analytical background to the table. During my tenure at Entuple Technologies as a Data Analyst, I made significant contributions to a Driver Drowsiness Detection system, where I focused on enhancing the model's accuracy. At LICIOUS, I employed MySQL and Python libraries to perform critical data analyses, which informed the development of new product features. Additionally, I managed the company's business dashboard, monitoring growth and reporting on key performance indicators such as DAU, MAU, retention, funnel analysis, and cohorts. Outside of my professional pursuits, I'm an avid cricket player and a lifelong learner, always eager to explore new topics related to data analysis.
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