This post contains EVERYTHING you can do in excel š±š
Excel continues to be the #1 tool used for Finance & Accounting professionalsā¦
and for good reason.
With excel, there are pretty much no limits to what you can accomplish.
Lucky for you, Iāve summarized everything that you can do in excel, and where you can find each resource.
Letās do a walk through it all š :
š File ā access & manage key areas of your workbook
This is where most people start out when they open an excel fileā¦
here you can create a new fileā¦open an existing file..
access a templateā¦or access key options.
š Home ā access your clipboard, font, alignment, number format, cell styles, and filters
My favorite tools here are:
- Set paste options – whether that be pasting values, formatting, or as a picture
- Control cell aesthetics – whether that be fonts, colors, sizing, borders, and more
- Change cell format – whether that be as a number, currency, date, or more
- Formatting cells – whether that be conditional formatting, cell styles, insert, or deleting cells
ā¬ļø Insert ā insert different elements into your excel file
this is where we get one of my favorite excel toolsā¦
tables & pivottables
But thereās so much more that you can do in this section, such asā¦
- inserting shapes & illustrations
- inserting charts
- sparklines
and much more
š Page Layout ā format your document for how it will look printed
Gonna print your document? This section has got you covered
I especially find this one useful when preparing pitch decks
š£Formulas ā manage your formulas
oh manā¦so much ot say on this one.
Firstā¦check out this post from a few weeks back on every formula you need to know in excel:
Then, master this section by learning:
- Formula auditing ā how you can avoid & debug errors
- Watch window ā monitor the value of a specific cell as you switch between tabs
and much more
š¢Data ā manage, analyze, and transform your data
BIG sectionā¦because it introduces my favorite toolā¦
power query
Something that you ABSOLUTELY need to learn.
Here you can also:
- Set data validation / drop downs
- Group / ungroup
And much more
š§Review ā ensure accuracy, collaboration, and security
favorite tools here are protecting a range from being edited, and utilizing notes / comments
šView ā control how the workbook is displayed on the screen
favorite tools here are to hide gridlines, and duplicate a window on a 2nd monitor
š¤Developer ā write macros, use ActiveX controls, or create applications
favorite tools here are to add active x / form controls for easy buttons
š Bottom menu bar ā control tabs, access cell mode indicator and more
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Thatās about everything you can do in excelā¦
but thereās so much more that I couldnāt share given the 3,000 character limit.
What would you add?
Let us know in the comments below š
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