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Mastering Excel Techniques for Effective Spreadsheet Management

caelan avatar
caelan
18 diapositives · 348 Views · Oct 08, 2014

Discover essential Excel techniques to enhance your spreadsheet skills. Learn simple methods for substituting text, like converting account numbers from dashes to spaces. Master the "Proper" formula to transform names into the correct capitalization format. Utilize Pivot Tables to compare data across years effortlessly, summarizing, sorting, and counting your data. Explore concatenation to organize multiple data columns into one and implement conditional formatting to highlight changes. Enhance your Excel proficiency and streamline your data management process!

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Mastering Excel Techniques for Effective Spreadsheet Management
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  1. TANGIBLE PERSONAL PROPERTY Techniques for Using Excel

  2. SUBSTITUTION Substitution is a very simple way to change text in a spreadsheet.

  3. EXAMPLE You receive a file with dashes in the account number. 01000-040-000 Your Database has spaces in the account number. 01000 040 000 We can easily change this with the “substitution” formula.

  4. Proper There is also a formula called “Proper” which I have found useful in working with spreadsheets.

  5. EXAMPLE You receive a file with the name in all caps. WENDY SAPP You need the names to be capital first letter of the first name and capital first letter of the last name. Wendy Sapp We can easily change this with the “proper” formula.

  6. Comparing Items When receiving returns from year to year, the items can be compared for differences or additions using a Pivot Table.

  7. Pivot Tables Why you will love them

  8. What is a Pivot Table? A Pivot Table is a data summarization tool found in data visualization programs such as spreadsheets…It can sort, count, total or give the average of the data stored in one table or spreadsheet.

  9. Concatenation This is a technique used to convert several columns of data into one column.

  10. Column A Row 24 is where the formula was entered

  11. A24 thru A44 is what the data looks like after the copy and drag feature

  12. Conditional Formatting Conditional Formatting allows you to easily see changes on a spreadsheet.

  13. All Highlighted Data Is on Both Lists. Everything else has changed or is new.

  14. Equipment Code Study Another example of a pivot table