For some, excel sheets are a friend or a foe–and we get the frustration! Those sophisticated tabs, options, and commands, not to mention the more than billions of cells, can be intimidating. However, once you get the hang of it, maybe you cannot live anymore without excel sheets! Using excel can be highly convenient. They are helpful when we need to keep track of our work in the office or our business. They are convenient even when you are just budgeting your expenses at home! You will type in the data. Depending on the sophistication of your formula or commands, they can pretty much do every form of tracking and computation you need. Here are some cool things you can do with your excel sheet:
1. Convert your Excel sheet
Have you felt frustrated at least once because you or anyone accidentally messed up your Excel sheet? Were you ever paranoid that anyone might edit your work and mess up your entire report? All of us have that feeling, especially when we worked extra hard on our Excel sheet. The solution to this is to convert your Excel to PDF. When sending final reports to your boss, sending your Excel in PDF form will help protect them. We all know that when it comes to Excel sheets, every cell is crucial. A single change in one of the cells will also change your entire report.
2. Apply conditional formatting
Another cool thing you can do is to apply conditional formatting. Excel sheets with conditional formatting are the best for presentations. With setting up the right options for conditional formatting, your Excel sheet automatically highlights cells you need to focus on. For example, when reporting your branch sales, you can highlight branches that did not meet your daily quota. Applying conditional formatting adds efficient visuals to your data. The choices or conditions are endless with Excel’s conditional formatting feature. Its variety of criteria will help you with a lot of tasks.
To apply conditional formatting on your Excel, choose the cell or cells reflecting the data of your focus. Select Home > Conditional Formatting > Add. Apply the commands or criteria you need.
3. Add charts
Since we mentioned something about visualizing data, let us talk about charting. For adding charts, we usually rely on PPT or word documents. What you may not know is that you can also maximize Excel sheets for presenting data most efficiently. Applying charts will also make your presentation look more professional. Charts will also give you a better view of your data trends. These let you show the bigger picture. Excel will also help you with the best chart to use with its Recommended Charts tool.
To add charts in your Excel, you need to input your data first. Select these data and click Insert > Chart > Chart type.
4. Use the Quick Analysis menu
Too little time, too little data, but a lot of hard work? You need to do better than that and start working smart. What may help you in Excel is using the Quick Analysis feature to help you with working on your data sets for a short time. The Quick Analysis menu will be convenient especially today when we are on a fast lane and every second counts.
The Quick Analysis tool helps you process data fast when you are dealing with a handful of data sets. Instead of spending time on charts, the Quick Analysis tool does the job for you.
To check this menu out, select the data you want to be processed, then click the right bottom icon, and the Quick Analysis tool will show up.
5. Use the Power View tool
The Power View tool will be your companion for nailing your presentations! Use the Power View tool for a better way of presenting your data. The Power view tool is great for exploring your data because it is interactive and offers helpful visualization for displaying your data. If you have Quick Analysis for small data sets, the Power View tool will help you with large data sets. It is quick in consolidating and analyzing bulky data and creates reports for your presentation.
To check out the Power View tool, just click Insert > Reports.
6. Use the VLOOKUP tool
Some reports can be complicated because you need to track different workloads and use multiple sheets for your trackers. These trackers even track more than one unit of data, so it can be tricky to consolidate them into one. Your new best friend? You heard that right—the VLOOKUP tool.
The VLOOKUP Tool is the best Excel sheet to use as you work on multiple sheets in a single workbook. You can even use it on multiple workbooks! This tool will help you consolidate your data from all the sheets and workbooks you choose. It will come up with another report or a summary of all your work. The VLOOKUP tool is the best for working on more sophisticated data like tracking inventories, sales, and more.
7. Use If-Then commands
This list will not be complete without your trusty If-Then commands. Learning how to properly use this and mastering this will bring your Excel usage to the next level. The If-Then commands will help you bring your reports together and make them more cohesive. It helps you logically translate and collate data.
8. Don’t take Autofill for granted
Autofill might seem like a simple feature but this will also be one of your lifesavers for making your work more efficient. Autofill helps you input data without the need to manually enter them cell per cell.
Use Autofill by clicking the lower right bottom of the cell and dragging them to where you need data filled.
Explore and research with the right tools
Here are just some of the tips and tricks that you can do with your Excel sheets. It is now up to you how you will apply these or come up with more tricks to help you with your tasks. Make sure to use reliable programs and platforms.