Learn how to insert subtotal rows into sorted data without having to spend time doing it manually.
Recently I ran a training session for an Accounts Manager and her staff. They spent a lot of time pulling data out of their in-house computer system, sorting it by customer and then inserting a new row at every change in the customer name. This was so that they could place a SUM into the row to total what the customer had spent with them.
Using the Subtotals feature I showed them a quick and effective way in which to summarise their data. And yep! They were pretty impressed! Read more
Sort an Excel list into numerical, date or alphabetical order to organise your data into a more useful arrangement.
Once you know how to use the Sort command you can organise information so that it’s easier to interpret. For example, if you receive a list of purchases made by many different clients on different days of the month it may be easier to see which clients are buying from you at different times of the month. By sorting the data by client and by date you can easily analyse who is buying and when.
Freezing column and row labels in Excel (a.k.a Freeze Panes) locks parts of your screen so that you don’t lose sight of the heading labels at the top of a column or beginning of a row when you scroll.
When working on large worksheets, labels used to identify data can be lost when you scroll in either direction, and then you find yourself wasting time scrolling backwards and forwards, up and down, just to check you are actually in the correct column and row. Read more
Learn how to move, copy and paste information in Excel. Once you have mastered Cut, Copy and Paste you will find yourself shifting data around easily and reusing copied data, saving you the need to recreate the same information again.
All Windows applications have access to the Windows Clipboard. This is a special area used for moving and copying information.
The ‘Cut’ command moves a selection to the Clipboard while the ‘Copy’ command copies a selection to the Clipboard.
Learn how to add colour, borders and alignment settings to your Excel data to give your worksheet a more professional look and to make it easier for others to read. Read more
Formatting lets you change the appearance of data to control exactly how Excel will display the data on a worksheet.
An example of formatting is to add dollar signs, percentage signs and decimal places to Excel data. Read more
Learn how to preview your work before printing and how to print all or part of an Excel worksheet. Read more
Learn how to insert page breaks and scale an Excel worksheet for printing.
Once you have your worksheet created and formatted you may want to print it. Printing can be extremely challenging if you don’t know how to control where page breaks occur and how to fit your worksheet to print on a page so that you avoid having one row or one column printing on a following page.
The Page Setup commands allow you to set the appearance of the printed worksheet. Many Page Setup options apply to every page of the active worksheet. Read more
Learn how to insert, delete and hide rows or columns in Excel.
Once the basic worksheet is completed and tested, it may be expanded by inserting additional columns and rows. Additionally you can easily remove information from view simply by hiding it.
Being confident in how to save an Excel workbook, including save a copy and save as PDF, is a fundamental skill in Excel.
Once you have created a workbook (file), you will need to save the file in order to store it for later use. Saving a file means that you are storing the file into a storage area. Read more