Everything you can do in Excel
Excel continues to be the #1 tool used for Finance & Accounting professionals…
and for good reason.
With Excel, there are pretty much no limits to what you can accomplish.
Lucky for you, I’ve summarized everything that you can do in excel, and where you can find each resource.
Let’s do a walk through it all:
This is where most people start out when they open an Excel file… here you can create a new file…open an existing file.. access a template…or access key options.
My favorite tools here are: • Set paste options - whether that be pasting values, formatting, or as a picture • Control cell aesthetics - whether that be fonts, colors, sizing, borders, and more • Change cell format - whether that be as a number, currency, date, or more • Formatting cells - whether that be conditional formatting, cell styles, insert, or deleting cells
this is where we get one of my favorite excel tools…
tables & pivottables
But there’s so much more that you can do in this section, such as…
• inserting shapes & illustrations
• inserting charts
and much more
Gonna print your document? This section has got you covered
I especially find this one useful when preparing pitch decks
oh man…so much to say on this one.
First…check out this post from a few weeks back on every formula you need to know in excel:
Then, master this section by learning:
• Formula auditing → how you can avoid & debug errors
• Watch window → monitor the value of a specific cell as you switch between tabs
and much more
BIG section…because it introduces my favorite tool…
Something that you ABSOLUTELY need to learn.
Here you can also:
• Set data validation / drop downs
• Group / ungroup
And much more
favorite tools here are protecting a range from being edited, and utilizing notes / comments
favorite tools here are to hide grid lines, and duplicate a window on a 2nd monitor
favorite tools here are to add active x / form controls for easy buttons
That’s an introduction to about everything you can do in excel…
though there is so much more to share about each and every functionality!