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.

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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.

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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.

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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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