Getting the Most out of MS Excel
September 12th, 2007 (4:00pm) Samuel Dean 12 Comments
Throughout the years I’ve covered software, I’ve noticed a quirk that has to do with Microsoft Excel. Specifically, many people use Excel for tasks that don’t fall into classic spreadsheet usage patterns.
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I know countless people who like the neat-and-tidy, row-and-column format in Excel for managing lists, due dates and other project management tasks, and more. I even know a talented web designer who uses huge, multi-page, tabbed Excel sheets to store representations of buttons, slider bars, graphics and other assets for his web page prototyping. Using this Excel-based bank he can quickly combine the various graphical assets in a new Excel sheet, hand it off to a Dreamweaver jockey, and say “make this HTML page.”
Software users like to use what they’re familiar with, and many are more familiar with Excel than they are with project management applications, list managers and the like. In this post, I’ll round up several useful tips for free-form Excel use. They’ll save you time, and hopefully expand what you can do with Excel.
Use Shortcut Keys. Ctrl+Z will undo your last cell entry. Once you’ve copied a cell you want to paste in multiple locations, use Ctrl+V to do a multiple paste. Find, or find and replace anything in a sheet quickly by hitting Ctrl+F. Use Ctrl+X to cut material. Use Ctrl+arrow keys to move to the edge of any selected region. Use Ctrl+A to select all cells in a sheet. Use Ctrl+Spacebar to select entire columns. Use Shift+Spacebar to select entire rows. Use Ctrl+b for bold. Use Ctrl+u for underline. Use Shift+F3 to insert any Excel function from a list.
Auto-Extending Dates. If you’re creating an Excel sheet that will track due dates for deliverables, and you want to automatically populate a column with dates in chronological order, type in a date in, say, cell A1. At the bottom of that cell, you’ll see a small black square, or handle:
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Put your cursor directly over that black square until it turns into a cross, then drag the cross down to, say, cell A15 and let go of the mouse button. Excel will automatically fill in your column of chronological dates.
Auto-Extending More Chronological Data. You can use the same tip above to drag the black square to populate consecutive cells with consecutive integers (type 1 in cell A1 and drag the square down to create 2 in A2, etc.), months (type Jan in cell A1 and drag the black square down to create Feb in cell A2, etc.), and more. You can also drag the black square across cells in a row to horizontally auto-create cell entries.
Use the Format Painter. The Format Painter is a fast and easy way to take formatting you’ve applied to cells and apply the same formats to other cells. The Format Painter icon is on the Formatting toolbar and looks a paintbrush:
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Click on the icon while in the original cells, then click on the paintbrush, and then click on the cells you want formatted the same way.
Sorting Information in Rows and Columns. Type the numbers 1 through 5 in cells A1 through A5. From the Data menu click Sort. A dialog will appear that allows you to sort in ascending or descending order, or in other ways. You can also use the Sort dialog to sort dates, months, and more.
Hide and Unhide Columns. If you track a lot of information in any one spreadsheet, it can be very useful to hide columns in the sheet, so that you can see just the columns you want at any given time. To hide a column, select a cell in the column and hit Ctrl+0 (that’s zero, as in hide, not the letter O). To unhide it, select the cells at left or right of the column and hit Ctrl+Shift+0.
Use Print Preview and Setup. When they go to File, Print to print out a sheet, many Excel users don’t use Print Preview at all. After you hit File, Print, hit the Preview button in the Print dialog box to look at your page’s formatting. To make any changes, choose Setup and adjust the look.
Capture High-Resolution Charts. If you like to capture charts and graphics within Excel, you may often be disappointed by the resolution you get when you take them to other programs, such as Word. If you’re doing a brochure or other document where you want really high-res graphics, hit Ctrl+PrtScrn on your keyboard to capture the page the graphic is on, then go into a graphics editor (IrfanView is a free download on the Web that works well, or Photoshop or any other good editor) and do an Edit/Paste to drop the graphic in. The graphics editor will let you up the resolution, and then you just copy and paste it to the program you’re putting it in.
View Several Workbooks at Once. If you have several workbooks open at once, pick Arrange from the Window menu and make sure you’ve selected Tiled. Click OK. You can adjust the size of any tiled window by going to the edge until your cursor shifts shape and stretching the edge.
View Different Parts of the Same Sheet. A fast way to view several parts of a sheet is to select Split from the Window menu, which gives you four divided panes showing segments of your sheet.
Quick Sum Formulas. The SUM formula is the most commonly used formula in Excel. To create one quickly at the end of a row or column of numbers you want to add up, hit the Alt key and type the equal sign.
Close Several Sheets at Once. Did you know that if you have several Excel sheets open concurrently, you can save and close them all quickly? To do so, hold the Shift key down as you pull down the File menu. You’ll see a Close All option on the File menu as you do this.
Do you use Excel for non-standard spreadsheet tasks? Do you have any good Excel tips?



12 Comments Post your own comment
Elaine says: September 12th, 2007 4:57pm
Thanks for the tips. I am surprised how many of these I already know, but am glad I read through the list for the last one. OpenOffice has a save all feature, and Excel’s apparent lack was bugging me.
Mike says: September 12th, 2007 8:03pm
My favorite is to use the F4 key on a cell reference. It toggles from unlocked to locked column to locked row to locked column/row and back to unlocked. Beats having to edit and type the $ when you need a reference locked down.
Avadhut says: September 12th, 2007 11:15pm
I have used Excel for the most daunting of networking tasks!
While working as a quality compliance analyst in a BPO in India, our computer systems and networks were strictly being audited by our clients. The only apps that could be installed by the end-user (us) were MS Office ones.
Exploiting Excel’s embedded VB, I developed programs for consolidating reports, quality scores, and even knowledge-base documents across the entire network. Heck, we eventually ended up using it as even a full-fledged question-answer forum.
The data was stored in an MS Access db, and was retrieved using ADODB.
A single Excel file resided on each computer, which served as a portal to access quality records, knowledge-base articles, and even customized graphs, charts, and pivot tables.
Excel is an excellent tool, coz’ of the embedded scripting abilities, to communicate within a strict third-party-provided production environment.
Stephen says: September 12th, 2007 11:22pm
As far as tip # 6, Hide and Unhide Columns, is concerned, I actually prefer using the Group function in Excel. Just select the columns (or rows) that you want hidden, the select Data > Group and Outline > Group. I find this better because Excel automatically places a button that enables you to expand and collapse these columns (or rows) with one click. It also serves as a reminder that the spreadsheet has these columns (or rows) hidden. A caveat though, if you have certain cells “hidden” in this manner and do column (or row) sums, Excel automatically skips the values on the columns (or rows) that are hidden.
By the way, nice site.
Peter says: September 12th, 2007 11:25pm
Never heard of the last two tips. Thanks!
Crouchingbadger says: September 13th, 2007 2:04am
Text to Columns
Using Text to Columns on the Data Menu and you can extract text quicker than your neighbour who tells you they’ll do it in sed and awk. As they mutter about regexes and delimiters you can smugly email them your results. (Don’t forget using Alt+Select on a text editor/terminal session you can grab single columns in the first place).
Join Text
Use concatenation to build up longer strings consisting of your other columns. For example, you have two columns of information you wanted to separate by a space so you can paste into a config file.
=B5 & " " & F5would generate a space-separated two-column list
=B5 & " = " & F5does the same but adds an equals sign to the text
More Shortcut Keys
Ctrl+Home/End takes you to the top-left or bottom-right of the spreadsheet
Ctrl+PageUp/PageDown cycles through the worksheets, but ctrl+F6 cycles workbooks
The End key followed by the down cursor key will take you to the end of the current run of data.
F2 lets you edit things without leaving the keyboard.
Double-clicking the Auto-extending handle (tip #2) lets Excel make a damn good guess at what you wanted and over several years will extend your life by up to a week.
Drainedge Link Tank » Blog Archive » Links From Around the Web says: September 13th, 2007 10:14am
[...] Getting the Most out of MS Excel – Web Worker Daily [...]
Shad Q says: September 14th, 2007 11:07am
@ CrouchingBadger
Thank you so much!!! I have been searching for the hotkey to edit cells without leaving the keyboard for way too long. Thanks for the ‘F2′ tip. Cheers!
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