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Technology Workshop: Microsoft Excel
Tips & Tricks!
April 3, 2013
Lunch & Learn Webinar
Welcome!
Thank you for joining us today.
In today’s call we’ll talk about Microsoft Excel Tips and Tricks. The call will last approximately 45 minutes
To follow from your office, go to www.ekaru.com / Go to “What’s New” near the bottom of the page. Presentation will open in a browser, click the down arrow in nav bar to advance slides.
© 2013 Ekaru, LLC
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Format
This is a “listen only” voice call.
(Reason, cut down on ambient noise, avoid “call on hold music” – a bit tough though, because I can’t hear you!)
If you have questions, please eMail to info@ekaru.com and we will try to include Q&A at the end of the call – we will be reviewing email live during the call.
Call 978-692-4200 for help.
© 2013 Ekaru, LLC
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Workshop Mission
Help you get more from the technology you already have.
Introduce you to new technologies you need to know about.
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Overview
Microsoft Excel – Tips & Tricks
We’ll cover our favorite tips & tricks to help you save time and get MORE from Microsoft Excel.
Most examples will be basic.
We’ll show a few favorite tricks
Video Examples at www.youtube.com/ekaruIT
Try to get one new trick you can use!
Ask Questions: info@ekaru.com
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Topics
Formatting Cells
Basic Formulas
Format as Table
Insert Spreadsheet into Word
Graphs
Intro to Pivot Table
Export from QuickBooks
Keyboard Shortcuts
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Excel
Present Data
“Crunch” Numbers (Do math)
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Sample Spreadsheet
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Formatting Cells
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Highlight Cells
Select Fonts
Formatting Cells
Right click to format:
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Formatting Cells
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Right click to format/ “Format Cells”:
Auto-Size Cells
Double-click between cells to auto-size
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Re-sizing Cells
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http://www.youtube.com/watch?v=Q-U3hf73pVo www.youtube.com/ekaruit
Types of Data
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Formula: SUM
=SUM(C2:C14)
Provides the total for a range of rows
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Formula: SUM
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SUM
Click on individual cells…
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Formula: AVERAGE
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Formulas: SUMIF
Adds a range of numbers based on a condition.
=SUMIF(A2:A14, "Monday", C2:C14)
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1. Range to Evaluate – Check these cells to see if they meet your criteria
2. Criteria – The condition that must be met for the row to be included in the sum
3. Range to Sum – Add these numbers in this column where the row meets the criteria
Formula: SUMIF
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Sales for Monday
Formula: SumIf
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Sales for Sally
More Formulas
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Check out the “Formulas” Tab:
Excel - SumIf
SUMIF(Range, Criteria, sum_range)
Use for conditional totals
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“Format as Table”
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“Format as Table”
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“Format as Table”
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“Format as Table”
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“Format as Table”
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“Format as Table”
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Sort from A to Z
“Format as Table”
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Filter for one name
“Format as Table”
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http://www.youtube.com/watch?v=B1DTwE6fq2Y http://www.youtube.com/ekaruit
Turn off “Format as Table”
What if you want to revert back to a regular spreadsheet?
Consider two factors:
Format
Sort
Turn off Sort
Turn off formatting
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Turn off “Format as Table”
Turn off Formatting:
Highlight the area and select “Clear” / “Clear Formats” (Home Tab)
Turn off Filtering:
Highlight the area, go to the “Data” Tab and click “Filter”
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Excel – Insert Spreadsheet into Word
Spreadsheet looks like a table
You can keep doing “math” because its still a spreadsheet
In WORD, “Insert” tab, choose “Object”
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Excel – Insert Spreadsheet into Word
Create a new file, or select an existing Excel file.
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Excel in Word:
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Fully functional Excel spreadsheet embedded in Microsoft Word
“Do Math”
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YouTube: http://www.youtube.com/watch?v=jMhEz4NFnPg www.youtube.com/ekaruit
Creating Graphs
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Graph
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Zoom In / Zoom Out
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Conditional Formatting
Highlight data that meets criteria
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Conditional Formatting
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Freeze Panes
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Pivot Tables
Advanced method to view data
Must start with at least 3 columns of data
Highlight the cells of the worksheet
Select “Insert” Tab / “Pivot Table”
Intro to Graphs
Conditional Formatting
Intro to
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Pivot Table
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Pivot Table
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Excel from Quickbooks
Any report in Quickbooks can be exported to Excel
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Keyboard Shortcuts
CTRL+C (Copy)
CTRL+X (Cut)
CTRL+V (Paste)
CTRL+Z (Undo)
CTRL+A (Select All)
Applies to all Office products…
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Keyboard Short Cuts
ALT+TAB = Switch between open object
For example, if you are editing two WORD documents
CTRL+P = Print
CTRL+F = Find
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Keyboard Shortcuts
Reference for the full list of keyboard shortcuts – Microsoft Knowledgebase (kb):
http://support.microsoft.com/kb/126449
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Next Steps…
Choose some data that is useful for running your business.
Develop a spreadsheet
Start testing various “tricks”
Create a “Business Dashboard”
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More Questions?
We love to hear from you! Send us questions/topics for future blog posts or webinars.
If there are any questions that didn’t get answered today, email us at info@ekaru.com or call us at 978-692-4200.
© 2013 Ekaru, LLC
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Thank You!:
For more information:
www.ekaru.com
www.twitter.com/EkaruIT
www.ekaru.com/blog
www.facebook.com/ekaru
www.ekaru.com/news
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