4 Basic Excel Hacks to Increase Your Productivity

 

Microsoft Excel is a great tool for pretty much any line of business, but most employees don’t utilize it to its full potential. The most common usage is calculating average sales per cycle, payroll, or lists for customer relationship management software (CRMs). If you already know how to enter information into cells to create a pool of data, you’re off to a great start. A few tips and tricks can make those cells give you a sea of information. If you need more assistance with your spreadsheets, DCA Virtual team members excel in turning data into visual representation.

1.) Selecting data

You can easily select more than just a single cell, or just a row or column. To select multiple cells that aren’t connected, hold down the CTRL (control) key while clicking the cells with your cursor. To select the adjacent cell, hold down Shift while pressing the arrow key in the direction you want to move. To select all cells, hold down CTRL + A (control and the “A” key). Alternatively, click the box located in the upper left hand corner of your workbook located the right of the Column A and above the Row 1 labels to select all cells. This makes it easy to format all cells or set your print area quickly.

2.) Sorting

You can sort your data in more ways than just A to Z order. If you need a more advanced view of your data, you can customize the way Excel sorts your list. To make your own criteria to sort by, after opening the “Sort” dialogue, chose “Order” and then “Custom list”. From there you can create a list in the order you want Excel to sort by.  You can make any kind of criteria, such as a list sorted by Producers, Managers, and Staff, or even text that is sorted by red, blue and yellow. This is especially helpful in CRMs where you can group your customers by sales  representative or type of relationship.

3.) Combining Data Into One Cell

Sometimes you need to combine two or more cells into just one. The data can be combined by just adding the “&” symbol. For example, if you want to combine the data in A2, B2, and E2, type in fx=(A2&B2&E2) and all of the data will be combined. If you want to add a space between the combined data rather than having it all run together, you need to add ” ” (double quote space double quote), such as fx=(A2&” “&B2&” “&E2). You can also chose the formula fx=CONCATENATE( ) and type or click which cells you’d like to combine separated by a comma. (Use CONCAT for 2016 and newer versions.) The same double quote method adds a space, such as =CONCATENATE(A2&” “&B2&” “&E2). These methods are helpful when combining cells for address lists or adding titles after each employee’s  from a table.

4.) Shortcut Keys for PC

There are many shortcut keys for a PC built into Excel. (Mac computers have a different set, so some may be identical, but most utilize the CMD key instead.) While this list is by no means all shortcut keys available, they are some of the more widely used and helpful ones. Print this table or bookmark this blog post (shortcut key CTRL + D) for easy access to common commands.

 

CTRL + N = New F1 = Help Home = Go to beginning of the row
CTRL + O = Open F2 = Edit a cell Shift + F3 = Insert a function

 

CTRL + S = Save F3 = Paste Name Shift + F5 = Find
CTRL + X = Cut F4 = Sets an absolute or relative reference Shift + F9 = Calculate the active sheet
CTRL + C = Copy F5 = Go To Shift + F11 = New Worksheet
CTRL + V = Paste F6 = Switch between split window panes CTRL + Home = Go to cell A1
CTRL + D = Copy down, from the cell above F7 = Spellcheck CNTL + F1 = Format cells
CTRL + R = Copy right, from the cell to the left F8 = Extend Mode CNTL + F4 = Close open workbooks
CTRL + F = Find F9 = Calculate all sheets CNTL + Space Bar = select column
CTRL + H = Replace F10 = Excel Ribbon CTRL + ; = Enter current date
CTRL + Y = Redo F11 = Add a chart CTRL + : + Shift = Enter current time
CTRL + Z = Undo F12 = Save as

 

CNTL + ` = Display all formulas on sheet

 

 

DCA Virtual Business Support can provide database and contact management for your business. Contact us today to get us started on using Excel to its full potential!

 

 

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