Category: MS Excel Tips

Consolidating Formatting and Formulas in Excel

Consolidating formulas and formatting in Excel is an excellent way to streamline workflow and reduce time spent writing formulas and formatting across spreadsheets.  This technique works for workbooks that have cell references in the same location from sheet to sheet (i.e., the title is in Cell A1 on all sheets, the data represented is in … [Read more]

Posted in MS Excel Tips

Conditional Formatting in Excel

Conditional Formatting in Excel applies format to selected cells based on user defined criteria.  You can apply Conditional Formatting either by selecting the pre-set rules that Excel provides or by creating your own set of rules based on the specific criteria you need.  You can also use Conditional Formatting to color code information and then … [Read more]

Posted in MS Excel Tips

Creating Pivot Table Reports in Excel

An Excel Pivot Table Report is a specialized table that draws information from a data source to create a brand new table.  This powerful Excel tool is an excellent way to summarize information and saves countless hours of re-configuring and reformatting data.  Simply select your data source and insert a Pivot Table Report.  The advantage … [Read more]

Posted in MS Excel Tips

Data Validation in Excel

Data Validation in Excel is a technique that restricts the type of entry allowed within a cell.  The restriction is based on specific, user-defined criteria and is an excellent way to ensure greater quality control and functionality within spreadsheets.  As an example, creating a Data Validation Drop-Down-List is an excellent way to give you complete … [Read more]

Posted in MS Excel Tips

Using Auto Sum and the Function Library in Excel

The Function Library in Excel and the Auto Sum feature are two of the easiest and fastest ways by which to write formulas in Excel.  The beauty of each feature is that they write the formula for you and all you have to do is select the criteria.  This means that you do not need … [Read more]

Posted in MS Excel Tips

Using Auto Fill in Excel

The Auto Fill feature in Excel is a powerful tool for streamlining workflow and is an excellent way to quickly fill series of data and copy formulas.  For instance, Auto Fill has been programmed to know that Tuesday comes after Monday and that February comes after January.  So instead of typing out a series of … [Read more]

Posted in MS Excel Tips

Excel Short-cut Keys and Key Tips

Short-cut keys are a great way to streamline workflow in Excel.  One of the benefits of using short-cut keys is that they keep your hands on the keyboard and free of the mouse, which can help increase productivity and alleviate repetitive strain.  Below is a list of commonly used short-cut keys.  Many of these short-cut … [Read more]

Posted in MS Excel Tips

Excel Navigation and Selection Techniques

Ok, let’s start with the basics.  By using some simple navigation and selection techniques available in Excel, you can move around a spreadsheet with greater ease and get work completed more efficiently. Navigation Techniques Tab  -  Moves you one cell to the right Shift+Tab  -  Moves you one cell to the left Home  -  Takes … [Read more]

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Customizing the Quick Access Toolbar and Ribbon in Excel

Ok, lets talk about customizing the Quick Access Toolbar and the Ribbon.  These two features are one of the best ways to streamline workflow in excel and I highly recommend them as a Best Practice.  I also recommend placing the Quick Access Toolbar below the Ribbon as a Best Practice.  Placing the Quick Access Toolbar … [Read more]

Posted in MS Excel Tips

Creating a Custom List in Excel

Custom Lists in Excel are very similar to the Auto Fill feature.  In fact, a Custom List is actually an Auto Fill that is based on specific, user-defined criteria.  An example would be a list of employees.  If you have a list of employees that you use repeatedly and you do not want to copy … [Read more]

Posted in MS Excel Tips
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