95 Excel Tipsv 4
95 Excel Tipsv 4
Purna Duggirala
http://chandoo.org/wp/
95 Excel Tips & Tricks
So that YOU can rock between 9 to 5
by Purna Duggirala
http://chandoo.org/wp
© 2009 by Chandoo.org
You have permission to post this, email this, print this and pass it along for free
to anyone you like, as long as you make no changes or edits to its contents or
digital format. In fact, I’d love it if you’d make lots and lots of copies. Don’t just
go and bind this book and start selling it; that right is still with me.
If you want to sell this book are planning to use it for commercial purposes,
please get in touch with me via http://chandoo.org or [email protected]
You can find all these tips and hundreds more tricks at http://chandoo.org/wp
Chandoo burst into the Excel blogosphere without warning and within the past year has
become a force to be reckoned with. Chandoo's Pointy Haired Dilbert blog has grown in
popularity, on the strength of his many insightful and helpful hints, tips, and tutorials.
Even Microsoft noticed, and they presented Chandoo with the coveted Most Valuable
Professional award.
Chandoo is creative (an Excel Twitter client!) and fearless. He is not afraid to present a
crazy idea, to see who will take a whack at it. And when his readers respond, good or
bad, he good-naturedly accepts their suggestions, and further develops his idea.
While this book is merely the tip of the PHD iceberg, it represents a great compilation of
Excel tricks, keyboard shortcuts, formulas, charting, formatting, and even some ways to
have fun with Excel, as if Excel wasn't fun enough. Read this book, learn from it, and
share it with your friends.
Jon Peltier
http://peltiertech.com/WordPress/
1. To create an instant micro-chart from your normal chart, use camera tool…
http://chandoo.org/wp/2008/12/02/excel-camera-tool-help/
2. Understand data to ink ratio (http://www.infovis-wiki.net/index.php/Data-
Ink_Ratio) to reduce chart junk, using even a pixel more of ink than what is needed
can reduce your chart’s effectiveness
3. Combine two different types of charts when one is not enough, to use, add another
series of data to your sheet and then right click on it and change the chart type…
http://chandoo.org/wp/2009/01/05/excel-combination-charts/
4. To reverse the order of items in a bar / column chart, just click on y-axis, press
ctrl+1, and check “categories in reverse order” and “x-axis crosses at maximum
category” options
5. To change the marker symbol or bubble in a chart to your own favorite shape,
just draw any shape in worksheet using drawing toolbar, then copy it by pressing
ctrl+c, now go to the chart and select markers (or bubbles) and press ctrl+v
6. To create partially overlapped column / bar charts just use overlap and gap
settings in the format data series area. A overlap of 100 will completely overlap one
series on another, while 0 separates them completely.…
http://chandoo.org/wp/2009/01/21/stacked-bar-charts-excel/
7. To increase the contrast of your chart, just remove grayish background color that
excel adds to the chart (in versions excel 2003 and prior)
8. To save yourself some trouble, always try to avoid charts like - 3D area charts (un-
stacked), radar charts, 3D Lines, 3D Columns with multiple series of data, Donut
charts with more than 2 series of data… http://chandoo.org/wp/2008/09/03/6-charts-
to-never-use/
9. To improve comparison, replace your radar charts with tables…
http://chandoo.org/wp/2008/10/07/excel-radar-charts-replacement-spot-matrix-
download-template/
Excel formulas can always be very handy, especially when you are stuck with data and
need to get something done fast. But how well do you know the spreadsheet formulas?
Discover these 15 extremely powerful excel formulas and save a ton of time next
time you open that spreadsheet.
1. Change the case of cell contents - to UPPER, lower, Proper
Boss wants a report of top 100 customers, thankfully you have the data, but the
customer names are all in lower cases. Fret not, you can Proper Case cell contents
with proper() formula.
Also try lower() and upper() as well to change excel cell value to lower and
UPPER case
Often when you copy data from other sources, you are bound to get lots of empty
spaces next to each cell value. You can clean up cell contents with trim() spreadsheet
function.
Need the first 5 numbers of that SSN or area code from that phone number? You can
command excel to do that with left() function.
Also try right(text, no. of chars) and mid(text, start, no. of chars) to
get rightmost or middle characters. You can use right(filename,3) to get the
extension of a file name
We all know that you can use min(), max() to find the smallest and largest numbers in
a list. But what if you needed the second smallest number or 3rd largest number in the
list? You are right, there is a spreadsheet function to exactly that.
You have a list of customer orders and you want to findout which ones are due for
shipping after today. The funny thing is you do this everyday. So instead of entering
the date every single day you can use today()
Also try now() to get current time in date time format. Remember, you can always
format these date and times to see them the way you like (for eg. Aug-13, August 13,
2008 instead of 08/13/2008)
Planning to create a grade book or something using excel, you are bound to write
some if() functions, but do you know that you can use choose() when you have more
than 2 outcomes for a given condition? As you all know, if(condition, fetch
this, or this) returns “fetch this” if the condition is TRUE or “or this” if the
condition is FALSE. Learn more about spreadsheet if functions like countif, sumif
etc. http://chandoo.org/wp/2008/06/09/what-the-if-learn-6-cool-things-you-can-do-
with-excel-if-functions/
Where as choose(m, value1, value2, value3, value4 ...) can return any of
the value1,2.., based on the parameter m.
Remember, you can always write another formula for each of the n parameters of
choose() so that based on input condition (in this case 3), another formula is
evaluated.
You have the ZIP codes of all your customers in a list and planning to upload it to an
address label generation tool. The sad part is for some reason, excel thinks zip codes
are numbers, so it removed all the trailing zeros on the leftside of the zip code, thus
making the 01001 as 1001. Worry not, you can use rept() the extra needed zeros.
You can also custom format cell contents to display zip codes, phone numbers, ssn
etc. http://chandoo.org/wp/2008/02/25/custom-cell-formatting-in-excel-few-tips-
tricks/
You can use REPT("|",n) to generate micro bar charts in your sheet. Learn more
about incell charting. http://chandoo.org/wp/2008/07/15/incell-bar-charts-revisited/
This can be handy when you are working off the data that someone
else has created. For example you may want to capitalize if the
contents are text, make it 5 characters if its a number and leave it
as it is otherwise for certain cell value. Type() does just that, it tells
what type of data a cell is containing.
See the various type return values in the diagram shown right.
When you are working with data that has fractions / decimals, often you may need to
find the nearest integer, even or odd number to the given decimal number. Thankfully
excel has the right function for this.
Also try even() to nearest even number and int() to round given fraction to integer just
below it.
If you need to round off a given fraction to nearest integer you can use
round(62.65,0) to get 63.
When you need a random number between any two numbers, try randbetween(), it is
very useful in cases where you may need random numbers to simulate some behavior
in your spreadsheets.
11. Convert pounds to KGs, meters to yards and tsps to table spoons
You need not ask Google if you need to convert 156 lbs to kilograms or find out how
much 12 tea spoons of olive oil actually means. The hidden convert() function is
really versatile and can convert many things to so many other things, except one
currency to another, of course.
You have your eyes on that beautiful car or beach property, but before visiting the
seller / banker to findout of the monthly payment details, you would like to see how
much your monthly / biweekly loan payments would be. Thankfully excel has the
right formula to divide an amount to equal payment installments over given time
period, the pmt() function.
Also, if you want to find out how much of each payment is going for principle and
how much for the interest component, try using ppmt() and ipmt() functions. As you
can guess, even though EMIs or loan installments remain constant, the amount
contributed to principle and interest vary each month.
Often you may need to find out if the current week is 25th week of this year. This is
not so difficult to find as it may seem. Again, excel has the right function to do just
that.
14. Find out what is the date after 30 working days from today?
Finding out a future date after 30 days from today is easy, just change the month. But
what if you need to know the date thirty working days from now. Don’t use your
fingers to do that counting, save them for typing a comment here and use the
workday() excel function instead.
Example: Use WORKDAY(TODAY(),30) tells that Sep 24, 2008 is 30 working days
away from today.
If you want to find out number of working days between 2 dates you can use
networkdays() function, find out this and a 14 other fun things you can do with excel.
http://chandoo.org/wp/2008/08/01/15-fun-things-with-excel/
Once you get to the powerful domain of excel functions to simplify your work, you
are bound to have incorrect data, missing cells etc. that can make your formulas go
kaput. If only there is a way to find out when a formula throws up error, you can
handle it. Well, you know what, there is a way to find out if a cell has an error or a
proper value. iserror() MS Excel function tells you when a cell has error.
Example: Use ISERROR(43/0) returns TRUE since 43 divided by zero throws divide
by zero error.
Who said Excel takes lot of time / steps do something? Here is a list of 15 incredibly fun
things you can do to your spreadsheets and each takes no more than 5 seconds to do.
Just select the cell comment, go to draw menu in bottom left corner of the screen, and
choose change auto shape option, select a 32 pointed star or heart symbol or a smiley
face, just wow everyone
Select the data, go to data > filter > advanced filter and check the “unique items” option.
What if your data flows from left to right instead of top to bottom? Just change the sort
orientation (http://chandoo.org/wp/2008/07/22/change-sort-orientation-excel-columns/)
from “sort options” in the data > sort menu.
Go to Options dialog in tools menu, uncheck the “grid lines” option to remove gridlines
from your worksheets. You can also change the color of grid line from here (not
recommended)
Just right click on the chart, select format chart option, in the dialog, check the “rounded
borders”. You can even add a shadow effect from here.
Just enter the stock symbol (MSFT, GOOG, AAPL etc.) in a cell, alt+click on the cell to
launch “research pane”, select stock quotes to see MSN Money quotes for the selected
symbol. You can fetch company profiles in the same way. Learn more:
http://chandoo.org/wp/2008/06/24/get-stock-quotes-in-excel/
When you are on the sheet view, just hit menu > file > page setup, go to the last tab,
specify “rows to repeat”. You can “repeat columns while printing” as well from the same
menu.
Just go to Menu > Edit > Clear > All to remove all the formatting from selected cell /
range.
Select a bunch of cells and click on the Sigma symbol on the standard tool bar.
Alternatively you can use Alt+= keyboard shortcut:
http://chandoo.org/wp/2008/07/29/excel-keyboard-shortcuts/
Just use =cell("width") to find the width of the column to which that formula cell
belongs. Width is returned as the nearest integer.
11. Find total working days between any two dates, including
holidays
If you work on project plans, gantt charts alot, this can be totally handy. Just type
=networkdays(start date, end date, list of holidays) to fetch the number of
working days. In the above sample you can see the number of working days between
New years day and September first of this year (labor day).
12. Freeze Rows / Columns in your sheet, Show important info even
when scrolling
Just click on this little vertical bar on the bottom right corner of the sheet (see below) and
drag it to create a vertical split. You can do the same way for a horizontal split as well
Right click on sheet and select “Tab color” option to change the worksheet tab colors.
Group them with similar colors if you have lot of sheets, it looks nice.
Click on menu > insert > diagram to open the above dialog, just select
the organization chart option, enter node values and you have a pretty
organization chart. Alternatively learn how to create org charts in
excel http://chandoo.org/wp/2008/04/15/generate-organization-charts-
in-excel-howto/
You can find all these tips and hundreds more tricks at http://chandoo.org/wp
© www.chandoo.org - 2009