Excel Tips and Tricks
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This document is a presentation on Excel tips and tricks created by Mantralogix Inc., detailing various shortcuts and formulas to enhance user efficiency in Excel. It includes instructions on data manipulation, formula usage, and formatting techniques, emphasizing the importance of proprietary and confidential content. Unauthorized disclosure of the document's contents is prohibited without prior written consent from Mantralogix Inc.
![Formula
2015-10-2811
• LEFT - returns the first character or characters in a text string, based on the
number of characters you specify
• RIGHT - returns the last character or characters in a text string, based on the
number of characters you specify.
• MID - returns a specific number of characters from a text string, starting at the
position you specify, based on the number of characters you specify.
Mantralogix
=LEFT (text, [num_chars])
=RIGHT (text, [num_chars])
=MID (text, start_num, [num_chars])](https://image.slidesharecdn.com/mantravision-exceltipsandtricks2-151028143305-lva1-app6891/85/Excel-Tips-and-Tricks-12-320.jpg)
![Formula
2015-10-2813
Sum the values in a range that meet criteria that you specify
• SUMIF – single criteria
• SUMIFS – one or more criteria
Mantralogix
Evaluate
record
=SUMIF (range, criteria, [sum_range])
With this
criteria
Get Sum
of this
=SUMIFS (sum_range, criteria_range1, criteria1, criteria_range2, criteria2], ...)
Evaluate
record
With this
criteria
Get Sum
of this](https://image.slidesharecdn.com/mantravision-exceltipsandtricks2-151028143305-lva1-app6891/85/Excel-Tips-and-Tricks-14-320.jpg)
![Formula
2015-10-2814
Count the number of cells that meet the criteria that you specify
• COUNTIF – single criteria
• COUNTIFS – one or more criteria
Mantralogix
Evaluate
record
=COUNTIF (range, criteria,
With this
criteria
=COUNTIFS (criteria_range1, criteria1, criteria_range2, criteria2], ...)
Evaluate
record
With this
criteria](https://image.slidesharecdn.com/mantravision-exceltipsandtricks2-151028143305-lva1-app6891/85/Excel-Tips-and-Tricks-15-320.jpg)
![Formula
2015-10-2815
• VLOOKUP
Looks for a value in the leftmost column of a table, and then
returns a value in the sane row from a column you specify. The table must
be sorted in ascending order.
Mantralogix
=VLOOKUP(lookup_value, table_array, col_index_num, [range_lookup])
Look for this
value
from this
table
return the
record from
this column
False =
exact match](https://image.slidesharecdn.com/mantravision-exceltipsandtricks2-151028143305-lva1-app6891/85/Excel-Tips-and-Tricks-16-320.jpg)
![Formula
2015-10-2817
• INDEX - Returns a value or the reference to a value from within a table
or range
Mantralogix
=INDEX(array, row_num, [column_num])
From this
table
Locate this
row
Locate this
column](https://image.slidesharecdn.com/mantravision-exceltipsandtricks2-151028143305-lva1-app6891/85/Excel-Tips-and-Tricks-18-320.jpg)
![Formula
2015-10-2818
• INDEX - Returns a value or the reference to a value from within a table
or range
• INDEX + MATCH
Mantralogix
=INDEX(array, row_num, [column_num])
From this
table
Locate this
row
Locate this
column
=INDEX(array, Match(lookup_value, lookup_array), [column_num])
From this
table
Locate this
row
Locate this
column](https://image.slidesharecdn.com/mantravision-exceltipsandtricks2-151028143305-lva1-app6891/85/Excel-Tips-and-Tricks-19-320.jpg)
Excel Tips and Tricks
- 1. The content of this presentation is proprietary and confidential to Mantralogix Inc. Its contents should not be disclosed to any third party without Mantralogix Inc.’s prior written consent. Copyright of this document is claimed by Mantralogix Inc. Date: October 21,2015 Title: Excel Tips and Tricks MANTRAVISION
- 2. Quick Tips
- 3. Quick Tips 2015-10-282 • Quickly Move and Copy Data in Cells • choose and move the pointer to the border, after it turns to a crossed arrow icon, drag to move the column freely • to copy Ctrl and drag • Vague Search with Wild Card – ? stands for one character – * represents one or more characters • Find and Replace • Converting negative values – Use -1 and Paste Special>Multiply • One Click to Get More Status • Insert a line within a cell – Alt+ENTER Mantralogix
- 4. Quick Tips 2015-10-283 • Moves to the non blank cell furthest left or right in the current row • Moves to the non blank cell furthest above or below in the current column • Select entire row • Select entire column • Selects all the cells above or below the current cell Mantralogix
- 5. Quick Tips 2015-10-284 • Control-Home = Navigates to cell A1 • Control-End = Navigates to the last cell that contains data • Alt-= = Autosums the cells above the current cell • Ctrl + Shift + $. For percentages it's Ctrl + Shift + %. Mantralogix
- 6. Quick Tips 2015-10-285 • Format field as percentage – CTRL + SHIFT + % • Format field with dollar sign – CTRL + SHIFT + $ • Format field as number – CTRL + SHIFT + ! • General format – CTRL + SHIFT + ~ (Tilde) • Autosums the cells above the current cell – ALT + = Mantralogix
- 8. Working with Data 2015-10-287 • Transforming the Case of Text – Upper Case =UPPER(TEXT) – Lower Case =LOWER(TEXT) – Title Case =PROPER(TEXT) • Transpose Data from a Row to a Column – Copy, Paste Special>> Transpose Mantralogix
- 9. Working with Data 2015-10-288 • Store data within Data Tables Help in easily adding more rows and columns without worrying about updating – formula references – formatting options – etc. Select Table , Insert > Table Mantralogix
- 10. Working with Data 2015-10-289 • Split information from one cell into multiple cells Data > Text To Columns Mantralogix
- 11. Formula
- 12. Formula 2015-10-2811 • LEFT - returns the first character or characters in a text string, based on the number of characters you specify • RIGHT - returns the last character or characters in a text string, based on the number of characters you specify. • MID - returns a specific number of characters from a text string, starting at the position you specify, based on the number of characters you specify. Mantralogix =LEFT (text, [num_chars]) =RIGHT (text, [num_chars]) =MID (text, start_num, [num_chars])
- 13. Formula 2015-10-2812 • REPT – repeats the text a given number of times • LEN - returns the number of characters in a text string • & - concatenate Mantralogix =LEN (text) =REPT (text, Number_times)
- 14. Formula 2015-10-2813 Sum the values in a range that meet criteria that you specify • SUMIF – single criteria • SUMIFS – one or more criteria Mantralogix Evaluate record =SUMIF (range, criteria, [sum_range]) With this criteria Get Sum of this =SUMIFS (sum_range, criteria_range1, criteria1, criteria_range2, criteria2], ...) Evaluate record With this criteria Get Sum of this
- 15. Formula 2015-10-2814 Count the number of cells that meet the criteria that you specify • COUNTIF – single criteria • COUNTIFS – one or more criteria Mantralogix Evaluate record =COUNTIF (range, criteria, With this criteria =COUNTIFS (criteria_range1, criteria1, criteria_range2, criteria2], ...) Evaluate record With this criteria
- 16. Formula 2015-10-2815 • VLOOKUP Looks for a value in the leftmost column of a table, and then returns a value in the sane row from a column you specify. The table must be sorted in ascending order. Mantralogix =VLOOKUP(lookup_value, table_array, col_index_num, [range_lookup]) Look for this value from this table return the record from this column False = exact match
- 17. Formula 2015-10-2816 • MATCH – returns the relative position of an item in an array that matches a specified value in a specified order. Mantralogix Look for this value =MATCH (lookup_value, lookup_array, Match_type) from this table 0 = exact
- 18. Formula 2015-10-2817 • INDEX - Returns a value or the reference to a value from within a table or range Mantralogix =INDEX(array, row_num, [column_num]) From this table Locate this row Locate this column
- 19. Formula 2015-10-2818 • INDEX - Returns a value or the reference to a value from within a table or range • INDEX + MATCH Mantralogix =INDEX(array, row_num, [column_num]) From this table Locate this row Locate this column =INDEX(array, Match(lookup_value, lookup_array), [column_num]) From this table Locate this row Locate this column
- 20. The content of this presentation is proprietary and confidential to Mantralogix Inc. Its contents should not be disclosed to any third party without Mantralogix Inc.’s prior written consent. Copyright of this document is claimed by Mantralogix Inc. Thank you!
- 21. The content of this presentation is proprietary and confidential to Mantralogix Inc. Its contents should not be disclosed to any third party without Mantralogix Inc.’s prior written consent. Copyright of this document is claimed by Mantralogix Inc.
Editor's Notes
- #7: Control-Down/Up Arrow = Moves to the top or bottom cell of the current column Control-Left/Right Arrow = Moves to the cell furthest left or right in the current row Control-Shift-Down/Up Arrow = Selects all the cells above or below the current cell Shift-F11 = Creates a new blank worksheet within your workbook F2 = opens the cell for editing in the formula bar Control-Home = Navigates to cell A1 Control-End = Navigates to the last cell that contains data Alt-= = Autosums the cells above the current cell Ctrl + Shift + $. For percentages it's Ctrl + Shift + %.
- #11: Data > Text to Column Select >>CTRL + Drag to Copy Select >>Drag to move
- #19: If you want to move one column of data in a spreadsheet, the fast way is to choose it and move the pointer to the border, after it turns to a crossed arrow icon, drag to move the column freely. Copy the data? Press Ctrl button before you drag to move; the new column will copy all the selected data.
- #20: If you want to move one column of data in a spreadsheet, the fast way is to choose it and move the pointer to the border, after it turns to a crossed arrow icon, drag to move the column freely. Copy the data? Press Ctrl button before you drag to move; the new column will copy all the selected data.