Essential Excel Tools, Tips & Tricks

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Essential Excel Tools, Tips & Tricks. Nicole Soer Loras College. Why. Example 1 (demographic). Example 2 (financial). Quick Bar. Find a quick average, count or sum of selected cells. Also find maximum and minimum. Printing Column Headings on Each Page. - PowerPoint PPT Presentation

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Essential Excel Tools, Tips & TricksNicole SoerLoras College

DupsConvert formulas to #sColumn headings on every page

1Why

For each tool, tip or trick, I would like to explore when we should use this and why we should use this. Please share your experiences with some of these tools as well.2Example 1 (demographic)

3Example 2 (financial)

Quick Bar

Find a quick average, count or sum of selected cells. Also find maximum and minimum.Why?5Printing Column Headings on Each Page

Page Layout tab > Print Titles buttonWhy?6TablesTables provide a quick way to look at certain attributes like 90 or more credits

Why?7TablesStudents registered as graduate students

Why?8TablesStudents who are NOT graduate students but ARE registered for less than 12 credits

Why?9Pivot Tables

Tool with reporting functionality that helps summarize and analyze data10Pivot Tables

Tool that helps dynamically summarize and analyze large amounts of data

11Pivot Tables

Pivot tables are a powerful tool that gives important information about our data like

12Pivot Tables

Cohort counts and outliers

13Pivot Tables

Breakdown cohort by state

14Pivot Tables

Detail in on 09/FA cohort who have SR status and are from MN

15Pivot Tables

Determine sum and total average of student loan amounts and count of students

16Duplicate EntriesExcel can color code duplicate entries with Conditional Formatting.

Why?17Custom SortsHome tab > Sort & Filter > Custom SortSort by cell color

Why?18Custom SortsSort by multiple fields

Why?19Removing DuplicatesTake care with this!Data tab > Remove Duplicates

Why?20Function BasicsTo use functions, you must have = sign, the function (SUM in this case) and the arguments (F2:L2)

Why?21Function BasicsTo enter a function, type it in the cell

Why?22Function Basicsor click the fx button to use the wizard

Why?23Filling in FunctionsClick and drag OR double click the box in the corner of the cell.

Why?24Absolute vs. Relative Cell ReferencesAbsolute: the cell address stays same when fillingRelative: the cell address changes when filling

Why?25VLOOKUPLooks up a set of data from another spreadsheetGrade book90 100 = A80-89 = BFinancial Aid CalculatorGPA 3.5 4.0 = 20,000GPA 3.3 3.49 = 15,000

ID look upCombine information from demographic sheet to financial sheet

The first two use a range, the second requires an exact match26VLOOKUP

The first two use a range, the second requires an exact match27VLOOKUP

The first two use a range, the second requires an exact match28IFUsually compares 2 thingsIf something is true, do a calculation or show textIf its not, do this calculation or show text

Why?29CONCATENATECombine cells, text or numbers

Why?30