Microsoft Excel Basics

Uzma UsmaniUzma Usmani
5 min read

Shortcuts

ctrl + A=select all

ctrl+9 = hide a row

ctrl + shift + 9 = unhide a row

ctrl + o = hide a column

Editing & Customizing data

f2 = editing any cell

Freezing

view --> window --> Freeze Panes

Splitting

view --> window --> new window

Copy & Paste

Clipboard - select whatever part you want to copy and paste whichever MS tools you want.

Paste Special

ctrl+alt+v

copy any cell then then select another sell and ctrl+alt+v then a dialog box will open and you can do whatever you want from the dialog box.

New Comment

Worksheets

Delete a worksheet - right click and delete

Move and copy

  • select (ctrl + click)

  • right click and select move and copy

  • select file name or new book

  • select where you want to paste

  • click ok

Color of the sheet

right click and tab color

Hide & Unhide

Hide - right click and choose hide

Unhide - click any sheet and right click then unhide

Protect sheet

right click, choose password and ok

Basic Formulas & Functions

Formulas

Functions - predefined formulas

Functions

  • count - numbers only

  • counta - cell which contains anything

  • countblank - cell which are blank

Find, Select, Replace, Go to

Find and Select

select cells and go to Find & Select (Home->Find & Select)

Conditional Formatting

Constants

Data validation

Go To (ctrl + 9), Go To Special (f5)

  • Precedents

  • Descendants

Find (ctrl + f) and Replace (ctrl + h)

Filling (Home -> Fill)

Fill down - ctrl + d

Fill right - ctrl + r

Flash Fill - automatically detects a pattern - ctrl + e

Copying Formula

copy formula from formula bar -> same answer will come from where it was copied

Cell referencing - copy result and paste it where you want to use the formula only ->direct copy the result and paste

Cell Referencing

Relative CR - results get updated

Absolute CR

Constant

Add $ sign either before the column or row no to make column and row constant

$ (f4) - shortcut

  • Absolute Reference - $E$13

  • Mixed Reference - $E13, E$13

Subtotal

Total - complete sum of some numbers

Subtotal - total category-wise

  • For subtotal, data of at least one column should be in ascending order -> choose filter to choose category

  • select any one cell of a column you have to use

  • Data -> Outline -> Subtotal

  • \=SUBTOTAL(Any_Operation, range)

Text Functions (Formulas -> Text)

  • Upper

  • Lower

  • Proper/Title

  • Left

  • Right

  • Mid

  • Trim (remove unwanted spaces)

  • Length

  • Find

    • it is case sensitive.

    • \=FIND("find_text", text, start_num)

  • Search - it isn't case sensitive.

  • Substitute

    • it is case sensitive.
  • Replace

Round Functions

  • ROUND - =round(number, decimal_place)

  • ROUNDUP - =roundup(number, decimal_place)

  • ROUNDDOWN - - =rounddown(number, decimal_place)

  • MROUND - =mround(number, decimal_place)

    • M means multiple

Logical or Comparative Operators

\>, <, =, >=, <=, <>

Text Operations

Text To Column (alt + v)

  • Data -> Text to Columns

  • Date Format

    • Data -> Text to Columns

    • select the data

    • Next

    • choose date pattern and destination

    • Finish

Textsplit

Column-wise

  • For Single delimiter

    • \=TEXTSPLIT(B3,";", ,TRUE)
  • For Multiple-delimiter

    • \=TEXTSPLIT(B3,{";,*"}, ,TRUE)

Row-wise

  • For Multiple delimiter

    \= TEXTSPLIT(D4, "," , ";" , "-" ,TRUE)

    \= TEXTSPLIT(F7,{"," , ";" , "-"},",",TRUE)

NOTE - {} is for column delimiter, outside the {} row delimiter.

Textbefore

Choose delimiter which is present just after the text if you want to show the text only.

  • \=TEXTBEFORE(J9,"=")

  • \=TEXTBEFORE(J9,"=",2) (Instance Number - if there is two equal to then you can select which one)

Textafter

  • \=TEXTAFTER(J9,"=")

Logical Functions

OR, AND, NOT, XOR

OR

  • \=or(G9<68)

  • \=if(OR(C6>52,F7<96),"Pass", "Fail")

AND

  • \=and(E7>40)

NOT

  • \=not(FALSE)--->TRUE

  • \=not(TRUE)--->FALSE

  • if(C5=true,"Pass","Fail")

XOR

  • \=xor(C6>52,F7<96)

XOR result - TRUE when the number of valid/correct inputs is ODD

XOR result - FALSE when the number of valid/correct inputs is EVEN

Show Formulas

ctrl + ~(tilde) --> show formulas, for undo again ctrl + ~

Speak cells

File->More->Options->Quick Access Toolbar->Popular commands->All commands->Speak cells->Add

It will show on the top of the screen as icon.

Basic unconditional formatting in Excel

Date Format

Home->Number section -> Date -> custom

  • DD - 08

    MM - 02

    YY - 24

    DDD - Wed

    MMM - Feb

    DDDD - Wednesday

    MMMM - February

    YYYY - 2020

  • dd/mm/yy - 06/01/02

    mm/dd/yy - 01/17/02

    dddd/mm/yy - Thursday/01/02

    dddd/mmmm/yyyy - Saturday/January/2002

    dd-mm-yyyy-dddd - 06-01-2002,Sunday

Number Format

Home->Number section -> Number -> custom

It will give result in decimal format.

Format Painter

Single click for one use - copy the format painter and select the place where you want to use and leave the cursor.

Double click for multiple use - copy the format painter and select the place wherever you want to use and leave the cursor.

Protection in Excel

  • cell -> right click -> Format cells -> Protection -> tick locked -> ok

For undo - cell -> right click -> Protect sheet -> password -> ok

  • 2nd way - Review -> Protect sheet

  • 3rd way - File -> Info -> Protect Workbook drop down -> Protect current sheet

Protecting Files and Workbooks

Locking the workbook

File -> Info -> Protect Workbook drop down -> Encrypt your password -> write password

Unlock the workbook

File -> Info -> Protect Workbook drop down -> Encrypt your password -> Erase the password -> ok

Formula Auditing

Formulas -> Formula Auditing section -> Evaluate Formula

  • Trace Precedents

  • Trace Dependents

  • Evaluate Formula

  • Show Formulas - to show all the formulas and clicking again will undone.

How to hide the formulas?

  • \=formulatext(select_any_cell_which_has_formula)

  • Now, it will be uneditable.

2nd way to hide and unhide the formula is ctrl + ~

3rd way to click on Show Formula in Formula Auditing section.

  • Error Checking

    • Error checking

    • Trace Error - Before Trace Error do Error checking. Then, click the error and then click on Trace Error.

  • Watch Window

    • Click Watch Window to see the changes you are going to make in the specific Dependent cell due to changing the Preceding cell.

    • Next, Click on Add watch to add the Dependent cell which has formula and which will change a/c to preceding cell.

Naming

Sorting

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Written by

Uzma Usmani
Uzma Usmani