Welcome

Instructions for screen readers: Tips & tricks for Excel. Pick up fun Excel tips and tricks in the next 5 worksheets in this tutorial. The
instructions for each sheet start in cell A1, and each subsequent step is in cell A2, A3, and so on.
The instructions will indicate which cells to navigate to for use of a feature, or further reading.

Tips & tricks

Ready to be more productive? Here are five quick tips
guaranteed to save you time in Excel.

Go back to top by pressing CTRL+HOME. To start the tour, press CTRL+PAGE DOWN.
Let's go >
Tip #1: Recommended Charts. There is a table of data in cells B7 to E13. Navigate to any cell within that range, then press ALT+
DIDTip
YOU #1: Recommended
KNOW...Your version of Excel Charts. Clicktoinside
has many charts the data
choose from. below,
But in Excel and365,
for Office then onarethe
there newerInsert
chartstab,
avai
Recommended Charts. Look through the charts, and pick one you like.
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Product January February March DID YOU KNOW...

Your version of Excel has many charts to
Apples 500 700 300 from. But in Excel for Office 365, there a
Oranges 600 1,010 200 newer charts available like funnel charts
waterfall charts, and even filled map cha
Bananas 800 500 400
Lemons 700 200 560
Cherries 1,010 300 734
Pears 500 100 234

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 at range, then press ALT+N > R to launch the Recommended Charts dialog. Press Tab, then use your Up/Down arrow keys to scroll through
nere
onarethe
newerInsert
chartstab, clicklike funnel charts, waterfall charts, and even filled map charts.
available
.

KNOW...
Excel has many charts to choose
cel for Office 365, there are
vailable like funnel charts,
s, and even filled map charts:

Next
ow keys to scroll through the options. Press Enter to insert the selected chart on the worksheet.
Tip #2: Flash Fill. Type "Nancy Smith" in cell C8, then press Enter. Next, press CTRL+E to fill the empty cells following the examp
DIDTip
YOU #2: Flash
KNOW...If yourFill.
data Type "Nancy
is imported Smith"Flash
and refreshed, in cell C8, automatically
Fill won't then presscleanEnter . Next,
it up press CTRL+E
again. However, t
if you upgrad
empty cells. Excel will fill them, following the example you typed in cell C8.
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Product First and last name DID YOU KNOW...

Nancy.Smith@contoso.com If your data is imported and refres
Andy.North@fabrikam.com Flash Fill won't automatically clea
again. However, if you upgrade to
Dave.Ludwig@relecloud.com Office 365, you can use the new G
Chuck.Degrute@contoso.com button. That button lets you impo
Alfred.Cortland@fabrikam.com clean your data. After that, if you
refresh the data, Excel will clean a
John.Massente@relecloud.com data that comes in.
Geoff.Moore@contoso.com
Jorge.Johnson@fabrikam.com
Dave.Ludwig@relecloud.com
Yvonne.McKay@fabrikam.com

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mpty cells following the example in C8. You could also enter "Smith, Nancy", or any other combination you like.
Next, press CTRL+E
again. However, to tofillExcel
if you upgrade thefor Office 365, you can use the new Get Data button. That button lets you import and clean your da
cell C8.

D YOU KNOW...
ur data is imported and refreshed,
h Fill won't automatically clean it up
n. However, if you upgrade to Excel for
ce 365, you can use the new Get Data
on. That button lets you import and
n your data. After that, if you need to
esh the data, Excel will clean any new
that comes in.

Next
import and clean your data. After that, if you need to refresh the data, Excel will clean any new data that comes in.
Tip #3: Co-authoring. Upload an Excel file to OneDrive.com, share it, and then everyone can edit the file at the same time using
DIDTip
YOU #3: Co-authoring.
KNOW...If you and your peers Upload
upgrade an Excel
to Excel file to365,
for Office OneDrive.com,
you aren't limited toshare it, and
co-authoring in athen everyon
web browser. You
edit the file at the same time using a web browser.
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DID YOU KNO

If you and your pee
Excel for Office 365
limited to co-autho
browser. You can e
time using the Exce

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file at the same time using a web browser.
,ring
andin athen everyone
web browser. can
You can edit at the same time using the Excel desktop app.

DID YOU KNOW...

If you and your peers upgrade to
Excel for Office 365, you aren't
limited to co-authoring in a web
browser. You can edit at the same
time using the Excel desktop app.

Next
Tip #4: Tabular PivotTables. In this PivotTable there is a label in cell B8 titled, "Row Labels", but it isn't very specific. Click anywh
DIDTip
YOU#4: Tabular
KNOW...If you PivotTables.
upgrade to Excel In
forthis PivotTable,
Office 365, you can"Row
chooseLabels" and "Column
your preferred Labels"
PivotTable aren't very
layout settings. specifi
That way you
PivotTable, and then on the Design tab, click Report Layout > Show in Tabular Form. That's much bet
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Sum - Expense Type of purchase

Family member Food Utilities Gas Supplies
Terry $20 $270 $125
Victor $75 $100
Bill $250 $95
Martha $325 $55 $55
Mike $95 $95
Sally $325 $325
Craig $250 $250 $250

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Date Family member Type of purchase Expense
01-Jan Bill Gas $95
15-Jan Martha Food $325
17-Jan Bill Food $250
21-Jan Terry Supplies $125
17-Jan Victor Supplies $100
21-Jan Victor Gas $75
02-Feb Martha Gas $55
20-Feb Terry Utilities $20
25-Feb Terry Utilities $125
02-Feb Mike Gas $95
20-Feb Sally Food $325
25-Feb Craig Food $250
20-Feb Sally Gas $325
25-Feb Craig Supplies $250
20-Feb Terry Food $20
25-Feb Terry Utilities $125
02-Feb Martha Utilities $55
02-Feb Mike Utilities $95
25-Feb Craig Utilities $250
t very specific. Click anywhere within the PivotTable (from cells B7 to F15), and then on the Design tab, click Report Layout > Show in Tabul
els" aren't very
out settings. specific.
That way Click
you don't theto change the layout every time you make a new PivotTable.
have
orm. That's much better.

DID YOU
KNOW...
If you upgrade to Excel
for Office 365, you can
choose your preferred
PivotTable layout
settings. That way you
don't have to change the
layout every time you
make a new PivotTable.

Next
rt Layout > Show in Tabular Form. That's much better.
Tip #5: Use the IF function. Navigate to cell D8 and press F2 to enter Edit mode and view the formula. If spoken aloud, Excel wo
DIDTip
YOU #5: UseExcel
KNOW...In
C8>=60,"D", theforIFOffice
function. Double-click
365, you can use the new IFSthe yellow
function cell. multiple
to specify If spoken aloud,
conditions, notExcel would s
just one.
is greater than or equal to 70, then show 'Yes', if not show 'No.'
TRUE,"F")
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Student Score Passing grade? DID YOU KNOW...

In Excel for Office 365, you can
Nancy Smith 78 Yes IFS function to specify multiple
Andy North 90 Yes
Dave Ludwig 85 Yes
Chuck Degrute 27 No
Alfred Cortland 57 No
John Massente 78 Yes
Geoff Moore 81 Yes
Jorge Johnson 44 No
Dave Ludwig 65 No
Yvonne McKay 70 Yes

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formula. If spoken aloud, Excel would say: If C8 is greater than or equal to 70, then show 'Yes', if not show 'No.'
ken aloud,
conditions, notExcel would say: If C8
just one.

TRL+PAGE UP.

DID YOU KNOW...

In Excel for Office 365, you can use the new
IFS function to specify multiple conditions:

Next
Good Job

Good job!
While you're here, check out these other helpful pages.
Why upgrade? See what else is possible when you upgrade to Office 365.
Typing tips - Check out our handy list of keyboard shortcuts in Excel
Community - Ask questions and connect with other Excel fans.
Give us feedback on these tips by taking a quick online survey.
While you're here, check out these other helpful pages:
 Good job!
While you're here, check out these other helpful pages.
Why upgrade? See what else is possible when you upgrade to Office 365.
Typing tips - Check out our handy list of keyboard shortcuts in Excel
Community - Ask questions and connect with other Excel fans.
Give us feedback on these tips by taking a quick online survey.
While you're here, check out these other helpful pages:

Why upgrade? Typing tips

See what else is possible Check out our handy
when you upgrade to list of keyboard
Office 365. shortcuts in Excel.

Learn more Learn more

Give us feedback on the

 Community
Ask questions and
connect with other
Excel fans.

Learn more

dback on these tips