Excel: Tips and Tricks (2023)

Course details

Want to take your Excel game to the next level? In this course, veteran Excel trainer and instructor Dennis Taylor shares powerful tips, tricks, and shortcuts that can help you leverage more of what Excel has to offer. Learn time-saving tricks for creating formulas rapidly, accelerating data entry, and navigating within worksheets efficiently. Plus, discover drag and drop techniques, formatting shortcuts, charting, and much more.

Note: This course was recorded on Excel for Microsoft 365; however, most of the contents will benefit anyone using Office 2019 or 2016.

Concepts

Introduction

Become a proficient Excel user

Seven Super Shortcuts

Enter data or formulas in non-adjacent cells simultaneously
Copy data or formulas down a column
Instantly enter today's date or time
Convert formulas to values with a simple drag
Display all worksheet formulas instantly
Create charts instantly with these keyboard shortcuts
Zoom in and out quickly

Ribbon and Quick Access Toolbar Tips

Access ribbon commands with Alt key sequences
Expand or collapse the ribbon and full screen views

Display Shortcuts

Create split screens and frozen titles in a flash
Restore missing labels and hide repeating labels

Navigation and Selection Shortcuts

Navigate between workbooks and worksheets efficiently
Navigate within worksheets efficiently
Open, close, save, and create new workbooks with shortcuts
Select an entire row, column, region, or worksheet
Select non-contiguous ranges and visible cells only

Data Entry and Editing Shortcuts

Accelerate data entry
Enter dates and date series efficiently
Enter times and time series efficiently
Use Custom Lists for rapid data entry and list-based sorting

Drag-and-Drop Techniques

Accelerate copy and move tasks in cells and worksheets
Drag and insert cells with the Shift key
Display Paste Special options instantly
Accelerate formatting with the right mouse button

Formula Shortcuts

Create formulas rapidly
Select all dependent or precedent cells
Use AutoSum shortcuts
Use Conditional Formatting to highlight formula cells only
Perform calculations without formulas

Operational Shortcuts

Re-align imported text
Collapse expand detail quickly with group ungroup buttons
Create double-spaced printouts quickly

Formatting Shortcuts

Use keyboard shortcuts for frequently used numeric formats
Accentuate data with alignment tools
Add remove borders and strikethrough with keyboard shortcuts
Display values in thousands or millions without formulas
Quickly format phone and SS numbers

Data Management Techniques

Clean up spaces quickly with the TRIM function
Split column data using Text to Columns and Flash Fill
Ensure unique entries with data validation rules

Charting and Visual Object Tips

Control chart placement and sizing with dragging techniques
Create and manipulate shapes with the Shift, Ctrl, and Alt keys
Create linked dynamic and linked static images

Ten Tiny Tips

Become a more proficient Excel user with these short tips

Conclusion

Continue learning Excel