Excel
Excel
Excel
Autofill in Excel
What it does: Automatically fills data based on a pattern (e.g., series of numbers, dates, or
formulas).
How to use:
1. Enter a value in a cell.
2. Drag the fill handle (small square at the bottom-right corner of the
selected cell) across the desired range.
3. Excel will autofill the series.
Shortcut: Ctrl + D (Fill Down) or Ctrl + R (Fill Right).
2. Flash Fill
What it does: Automatically fills values based on patterns in the data (e.g., separating first and last
names).
How to use:
1. Enter the first value in the column next to the original data.
2. Go to Data -> Flash Fill or press Ctrl + E.
3. Excel will fill in the rest based on the pattern.
Shortcut: Ctrl + E.
3. Text to Columns
What it does: Splits the text from one column into multiple columns based on a delimiter (e.g.,
comma, space).
How to use:
1. Select the column with data.
2. Go to Data -> Text to Columns.
3. Choose Delimited or Fixed Width, and follow the wizard.
Shortcut: No direct shortcut; use Alt -> A -> E to access.
4. Data Validation
What it does: Restricts the type of data that can be entered in a cell (e.g., only numbers, dates).
How to use:
1. Select the cell or range.
2. Go to Data -> Data Validation.
3. Choose your criteria (e.g., whole number, decimal, list).
Shortcut: Alt -> D -> L -> V.
5. Conditional Formatting
o Bold: Ctrl + B
o Italics: Ctrl + I
o Underline: Ctrl + U
7. Sorting Data
8. Filtering Data
What it does: Filters data to show only the rows that meet specific criteria.
How to use:
1. Select your data range.
2. Go to Data -> Filter or press Ctrl + Shift + L.
3. Click the filter arrows to choose the filter criteria.
Shortcut: Ctrl + Shift + L.
14. IF Function
What it does: Performs a logical test and returns one value if true, another if false.
How to use:
1. =IF (logical_test, value_if_true, value_if_false).
2. Example: =IF (A1 > 10, "Yes", "No").
Shortcut: No direct shortcut.
What it does: AND checks if all conditions are true; OR checks if any condition is true.
How to use:
1. =AND (condition1, condition2) or =OR (condition1, condition2).
Example: =AND (A1 > 10, B1 < 20).
Common Functions:
o TODAY (), NOW (), DATE (year, month, day), DATEDIF.
o Example: =TODAY () returns the current date.
20. XLOOKUP
What it does: Power Query helps you to connect, combine, and refine data from
multiple sources without affecting the original data.
How to use:
1. Go to Data -> Get Data.
2. Choose a data source (like another Excel file, database, or web).
3. Power Query Editor will open where you can transform your data before
loading it into Excel.
What it does: Power Query provides tools to clean and transform data (e.g., remove duplicates, split
columns, change data types).
How to use:
1. After loading data into Power Query, use options like Remove Rows, Replace Values, Split
Column, etc.
2. Use Transform options in the Power Query Editor to convert data types or format columns.
24. Cleaning Null Values in Power Query Editor
What it does: Power Query allows you to combine multiple files (e.g., CSV or Excel files) into one
table.
How to use:
1. Go to Data -> Get Data -> From Folder.
2. Select the folder containing the files.
3. Power Query will list the files. Click Combine to merge them into one dataset.
What it does: Data modeling involves structuring data in a way that makes relationships between
tables clear, facilitating advanced analysis.
How to use:
1. Load multiple tables into Excel using Power Query.
2. In Power Pivot, define relationships between tables based on common
columns (like IDs).
3. This is crucial for using Pivot Tables with multiple data sources.
Importance: Proper data modeling allows for better analysis with features like Pivot Tables, and it
reduces redundancy and inconsistency in data.
What it does: Cardinality refers to the relationship type between two tables
(one-to-one, one-to-many, etc.). Filter direction controls how filters apply
across related tables.
How to use:
1. In Power Pivot, go to Manage -> Design -> Create Relationship.
2. Define the cardinality (one-to-one or one-to-many).
3. Choose filter direction: single-direction (default) or bi-directional for complex models.
What it does: Pivot Tables summarize and analyze data, helping you to create quick reports.
How to use:
1. Select your data range.
2. Go to Insert -> PivotTable.
3. Drag fields into Rows, Columns, Values, and Filters to analyze data.
Shortcut: Alt + N + V.
What it does: Pivot Charts allow you to visually represent data from Pivot Tables.
How to use:
1. Create a Pivot Table.
2. Click PivotTable Analyze -> PivotChart.
3. Choose a chart type and customize the chart.
Shortcut: No direct shortcut for Pivot Charts.
What it does: Slicers provide an easy way to filter data in Pivot Tables and Pivot Charts.
How to use:
1. Select the Pivot Table or Chart.
2. Go to PivotTable Analyze -> Insert Slicer.
3. Choose the fields to filter by.
4. Use the slicer buttons to filter the data interactively.
Shortcut: Alt -> J -> T -> I.
What it does: Measures are custom calculations used in Pivot Tables, typically with Power Pivot.
How to use:
1. In Power Pivot, go to Home -> New Measure.
2. Define the measure using DAX (Data Analysis Expressions) formulas (e.g., SUM,
COUNT).
3. Use these measures in Pivot Tables for custom metrics.
What it does: Buttons in Excel are used for triggering macros or actions (e.g., refreshing a Pivot
Table).
How to use:
1. Go to Developer -> Insert -> Button.
2. Draw the button on your worksheet.
3. Assign a macro to the button to perform an action.
What it does: Excel can forecast data trends using historical data.
How to use:
1. Select a range of historical data.
2. Go to Data -> Forecast Sheet.
3. Choose the type of forecast and Excel will generate future values.
Shortcut: No direct shortcut.
What it does: What-If Analysis allows you to test different scenarios or conditions.
Types:
o Scenario Manager: Test multiple scenarios with different sets of input values.
o Goal Seek: Find the input value needed to achieve a specific result.
o Data Tables: Analyze how changing one or two variables affects outcomes.
How to use: