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  • 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 (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… ​ ​tables & pivottables​ ​ But there’s so much more that you can do in this section, such as… ​ • inserting shapes & illustrations ​ • inserting charts ​ • sparklines ​ 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 article on every formula you need to know in excel. ​ Then, master this section by learning: ​ • Formula auditing → how you can avoid & debug errors (Check all the Excel 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… ​ ​power query​ ​ 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!

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