Everything you can do in Excel
Excel continues to be the #1 tool used for Finance & Accounting professionals…
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and for good reason.
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With Excel, there are pretty much no limits to what you can accomplish.
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Lucky for you, I’ve summarized everything that you can do in excel, and where you can find each resource.
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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 (Learn How to paste in Excel here) ​​ • 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…
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​tables & pivottables​
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But there’s so much more that you can do in this section, such as…
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• inserting shapes & illustrations
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• inserting charts
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• sparklines
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and much more
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Gonna print your document? This section has got you covered
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I especially find this one useful when preparing pitch decks
oh man…so much to say on this one.
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First… check out this article on every formula you need to know in excel.
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Then, master this section by learning:
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• Formula auditing → how you can avoid & debug errors (Check all the Excel errors)
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• Watch window → monitor the value of a specific cell as you switch between tabs
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and much more
BIG section…because it introduces my favorite tool…
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​power query​
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Something that you ABSOLUTELY need to learn.
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Here you can also:
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• Set data validation / drop downs
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• Group / ungroup
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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!