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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”
ExcelTips,TricksandBestPractices2/18/2016 Page1
MicrosoftExcel:Tips,Tricks&BestPracticesTips: QuickAccessToolbar:
o Select“MoreCommands”
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Personalize:o Select“General”
InsertComment:
o SelectCell,RightClick,“InsertComment”
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Tricks: Auto‐fitColumns&Rows:
Hoveroverrowheadingtotherightofcolumntoautofit(cross‐hairpointer)anddoubleleftclick:
Exampleofpointernotincorrectplace,thiswillnotwork:
Selectallrows,columns&cellsonaworksheet(orCtrl+a):
Withtheentireworksheetselected,youcanauto‐fitallcolumnsatthesametime.(Hoveranddoubleleftclick.)
Withtheentireworksheetselected,youcanauto‐fitallrowsatthesametime.(Hoveranddoubleleftclick.)
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ScreenShot:selectwindowname,Alt+PrtScn(tocopy),Ctrl+v(topaste):
(Thisworkswithallwindowsapplications)
GoalSeek(findoutcomeneededbychangingadatainputvalue)
Willopen:
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Filter
o Selectentireworksheettoapplyfiltertoallcolumnso Selectacolumntoapplyfiltertoonecolumno Thenclickon“Filter”fromthetoolbaro Tousefilter,selectarrowdownbox,thencheck/uncheckitemstofilteron(check)orhide
(uncheck),andselect“OK”:
o Toremovefilter,Check(SelectAll),orselectworksheetorcolumnandclickon“Filter”fromthetoolbartodeselectfilteroption
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Sort
o Selectentireworksheet(inmostcases),clickononeof3sortoptionfromtoolbar.Thisoption
providesthemostflexibilityandwillopenthefollowingwhereyoucansortonmultiplecolumns:
Sumif
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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.)
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o Select“Header/Footer”tab,thenCustomFooter,andOK:
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o Formattheworksheetforthebestprintingimagebeforecompletingthefileandsavingitoremailingitouttoanothercolleague(UsePrintPreviewtocheck:file,print,orshortcutonquickaccesstoolbar)
o Youcanalsoauto‐fitbeforeprinting
