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Excel Tips and Tricks for Effective Data Management

Join James L. Baldwin, Assistant Dean and Director at the University of Pittsburgh at Bradford, as he shares his favorite Excel tips, tricks, and shortcuts. This interactive session will demonstrate essential functions like VLOOKUP, Conditional Formatting, and PivotTables, while also opening the floor for participants to exchange their best practices. Learn about quick formatting, data manipulation, and powerful formulas to enhance your Excel skills. This workshop is perfect for anyone looking to improve their efficiency and effectiveness in data management.

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Excel Tips and Tricks for Effective Data Management

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  1. Excel Tips and Tricks

  2. James L. Baldwin, Assistant Dean of Academic Affairs, Registrar, and Director of Science in Motion jlb20@pitt.edu University of Pittsburgh at Bradford 300 Campus Drive Bradford, PA 16701 814.362.7602

  3. Objectives: 1. Demonstrate some of my favorite aspects of Excel including tips, tricks, shortcuts, and commonly used functions. 2. Create an open dialogue for participants to share their best tips and tricks and ask questions.

  4. Super quick stats Quick formatting Drag and drop Drag and copy tabs Tool handle fill Sort (numbers, letters, and colors) Conditional formatting SSNs Topics-1

  5. Merge and center alternative Better and easier to read graphs Sparklines PivotTables Speak Cells on Enter Remove Duplicates VLOOKUP Topics-2

  6. =+ - * / and order of operations =End Value/Beginning Value -1 (% change) & (and multiple &s) =LEFT(Cell, Number) =RIGHT(Cell, Number) =FIND(Text, Cell, Number) =TRIM(Cell) =A1=A2 (True and False) =IF (formula, value if true, value if false) =IF (AND (formulas), value if true, value if false) =IF (OR (formulas), value if true, value if false) Formulas-1

  7. =COUNT(Range) =SUM(Range) =AVERAGE(Range) =MAX(Range) =MIN(Range) =COUNTIF(RANGE, “CRITERIA”) =SUMIF(RANGE, “CRITERIA”, SUMRANGE) =SUMIF(RANGE, “CRITERIA”, SUMRANGE) Formulas-2

  8. Ctrl+Shift+& draws a thin boarder around your selection Ctrl+semicolon enters the current date Ctrl+colon enters the current time Ctrl+Alt+vPaste Special Ctrl+z Undo Ctrl+y Redo (or do again) Ctrl+x Cut Ctrl+c Copy Ctrl+v Paste Ctrl+b+u+i Bold, Underline, Italicize Favorite Keyboard Shortcuts-1

  9. Ctrl+ Home Key Takes you to A1 Ctrl+ Arrow Keys Takes you to the top, bottom, far left or far right of columns and rows Ctrl+Shift+ $ or % Format cells in $ or % ‘ Forces text format Favorite Keyboard Shortcuts-2

  10. Questions and Let’s Share

  11. James L. Baldwin, Assistant Dean of Academic Affairs, Registrar, and Director of Science in Motion jlb20@pitt.edu University of Pittsburgh at Bradford 300 Campus Drive Bradford, PA 16701 814.362.7602

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