Highline Excel 2016 Class 01 Excel Fundamentals Efficiency, Data, Data Sets, Formatting
Highline Excel 2016 Class 01 Excel Fundamentals Efficiency, Data, Data Sets, Formatting
Formatting
Topics:
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Keyboard Shortcuts are efficient because they help you to accomplish tasks quickly. ................................................. 4
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Excel Proper Data Sets, Data Types, Alignment and the Excel Table feature: ................................................................ 5
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Topics:
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Effective:
1. Define: Accomplish the stated goal.
2. Examples:
i. Use COUNTIFS to count the correct number for how many Ford cars were sold.
ii. Use the correct Number Format to display the same number as the underlying number
in the cell.
ii. Efficient
1. Define: Accomplish the goal with the minimum number of resources and have the accomplished
goal have the ability to adapt to future changes.
2. Examples of tasks that accomplish the goal with the minimum number of resources (where the
resource is time to create a solution) are:
i. Use Mixed Cell References and the COUNTIFS function to build a cross tabulated table
with a single formula rather than many formulas.
ii. Use keyboard shortcuts to accomplish most tasks, rather than slower methods like using
the Ribbon Tabs, Menus or scroll bars.
3. Examples of tasks that accomplish the stated goal and have the ability to adapt to future
changes are:
i. For a formula that calculates a tax deduction you must place the tax rate in a cell, label it
and refer to the tax rate in the formula with a cell reference. In this way if the tax rate
changes, it is easy to update it later. Hard coding formula inputs into formulas makes it
time consuming and difficult to update the formula later (and is the #1 cause of
spreadsheet error). Formulas like: =ROUND(A44*0.0765,2) are hugely inefficient and
error prone.
ii. Formula like =SUM(A1:A5) rather than =A1+A2+A3+A4+A5 will update if a row is
inserted at row four.
iii. Goal of Class: Develop Effective and Efficient Solutions in Excel for Making Calculations Performing Data
Analysis
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6) Keyboard Shortcuts are efficient because they help you to accomplish tasks quickly.
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8) Excel Proper Data Sets, Data Types, Alignment and the Excel Table feature:
i. Proper Data Set and Proper Table Format are synonyms.
ii. The following Excel features do not work properly unless the raw data is stored in a Proper Data Set:
Sorting, Filtering, Advanced Filter, D Functions, PivotTables, Excel Table feature, Power Query, Power
Pivot and Power BI Desktop.
1. Definition of Proper Data Set in Excel:
i. Field names in first row.
ii. Records in subsequent rows.
iii. Empty cells or Excel Row or Column Headers must surround data set.
iii. Data Types and Default Alignment in Excel:
1. Data Types and Default Alignment in Excel:
i. Numbers are aligned right.
ii. Text values are aligned left.
iii. Boolean Values (TRUE or FALSE) are aligned center and ALL CAPS.
iv. Error Values are aligned center.
v. Empty Cells.
2. The Default Alignment in Excel gives a visual cue of what type of data it is.
i. If Dates, Times or Numbers are aligned left and are considered text your formulas and
other Excel features may not work as intended. Example: SUM function cannot add a
column of Text Numbers.
ii. Reasons that Dates, Times or Numbers are aligned left and are considered Text:
1. Often times Dates, Times or Numbers exported from databases or text files are
considered text.
2. If you apply the Text Number Format.
3. Using a lead apostrophe before the Date or Time or Number.
4. Miss typing a date or time or number (US system):
i. 15/2/2016 (there is no 15th month).
ii. 8:00AM (no space between time and AM).
iii. 20..56 (too many decimals).
iii. Rule for when to manually change the alignment:
1. Only change the alignment when you are preparing the final report and the data
will not be used by formulas or features.
2. Do NOT change alignment for raw data that will be used by formulas or other
features.
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v.
Number Formatting can display numbers on the surface of the cells that can be different than the
underlying numbers that sit in the cells.
Formulas make their calculation on the actual numbers in the cells, not the numbers that are
displayed on the surface of the cells.
If you are required to round your numbers, like for invoices, payroll, accounting, use the ROUND
function (see section later in this document about rounding).
Remember:
1. Formulas cant see Number Formatting.
2. What you see on the surface of the spreadsheet is not always what is in the cell.
Examples of Number Formatting:
1. General Number Formatting:
i. General Number Formatting = What you see is what is in the cell.
ii. If you apply General Number Formatting, it will wipe away all of the previously applied
Number Formatting to reveal what number actually sits in the cell.
1. Applying General Number Formatting ERASES all previously applied Number
Formatting.
iii. General Number Formatting is the default Number Formatting on all cells.
iv. Ctrl + Shift + ~ ( ` ) = General Number Formatting Keyboard.
2. Decreasing Decimal Number Format:
i. Decreasing decimals does not remove underlying decimals, but rather, it displays the
number with fewer decimals than the actual number that sits in the cell.
ii. When you decrease decimals, the number appears as if it has been rounded, but it is
not rounded. If you have invoices, payroll and other numbers that require rounding, you
must use the ROUND function to round the numbers in order to get the correct answer.
3. Accounting Number Format:
i. Fixed dollar sign (left edge of cell).
ii. Negatives are in parenthesis.
iii. Zeros are dashes.
iv. Decimals always line up.
v. When you use Accounting Number Format it may hide decimals by displaying fewer
decimals than are actually in the cell. This may lead to formula errors due to fact the
formula calculates on the underlying number and not the displayed number.
4. Currency:
i. Floating dollar sign.
ii. You choose how to show negatives.
iii. Zeros are zeros.
iv. Decimals usually line up.
v. When you use Currency Number Format it may hide decimals by displaying fewer
decimals than are actually in the cell. This may lead to formula errors due to fact the
formula calculates on the underlying number and not the displayed number.
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12)
1) Esc Key:
i. Closes Backstage View (like Print Preview).
ii. Closes most dialog boxes.
iii. If you are in Edit mode in a Cell, Esc will revert back to what you had in the cell before you put the Cell in
Edit mode.
2) F2 Key = Puts formula in Edit Mode and shows the rainbow colored Range Finder.
3) SUM Function: Alt + =
4) Ctrl + Shift + Arrow = Highlight column (Current Region).
5) Ctrl + Backspace = Jumps back to Active Cell
6) Ctrl + Z = Undo.
7) Ctrl + Y = Undo the Undo.
8) Ctrl + C = Copy.
9) Ctrl + X = Cut.
10) Ctrl + V = Paste.
11) Ctrl + PageDown =expose next sheet to right.
12) Ctrl + PageUp =expose next sheet to left.
13) Ctrl + 1 = Format Cells dialog box, or in a chart it opens Format Chart Element Task Pane.
14) Ctrl + Arrow: jumps to the bottom of the "Current Region", which means it jumps to the last cell that has data,
right before the first empty cell.
15) Ctrl + Home = Go to Cell A1.
16) Ctrl + End = Go to last cell used.
17) Alt keyboards are keys that you hit in succession. Alt keyboards are keyboards you can teach yourself by hitting
the Alt key and looking at the screen tips.
i. Create PivotTable dialog box: Alt, N, V
ii. Page Setup dialog box: Alt, P, S, P
iii. Keyboard to open Sort dialog box: Alt, D, S
18) ENTER = When you are in Edit Mode in a Cell, it will put thing in cell and move selected cell DOWN.
19) CTRL + ENTER = When you are in Edit Mode in a Cell, it will put thing in cell and keep cell selected.
20) TAB = When you are in Edit Mode in a Cell, it will put thing in cell and move selected cell RIGHT.
21) SHIFT + ENTER = When you are in Edit Mode in a Cell, it will put thing in cell and move selected cell UP.
22) SHIFT + TAB = When you are in Edit Mode in a Cell, it will put thing in cell and move selected cell LEFT.
23) Ctrl + T = Create Excel Table (with dynamic ranges) from a Proper Data Set.
i. Keyboard to name Excel Table: Alt, J, T, A
ii. Tab = Enter Raw Data into an Excel Table.
24) Ctrl + Shift + ~ ( ` ) = General Number Formatting Keyboard.
25) Ctrl + ; = Keyboard for hardcoding today's date.
26) Ctrl + Shift + ; = Keyboard for hardcoding current time.
27) Arrow Key = If you are making a formula, Arrow key will hunt for Cell Reference.
28) Ctrl + B = Bold the Font
29) Ctrl + * (on Number Pad) or Ctrl + Shift + 8 = Highlight Current Table.
30) Alt + Enter = Add Manual Line Break (Word Wrap)
31) Ctrl + P = Print dialog Backstage View and Print Preview
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