How you can use excel

Sometimes, Excel seems too good to be true. All I have to do is enter a formula, and pretty much anything I’d ever need to do manually can be done automatically.

Need to merge two sheets with similar data? Excel can do it.

Need to do simple math? Excel can do it.

Need to combine information in multiple cells? Excel can do it.

In this post, I’ll go over the best tips, tricks, and shortcuts you can use right now to take your Excel game to the next level. No advanced Excel knowledge required.

What is Excel?

Microsoft Excel is powerful data visualization and analysis software, which uses spreadsheets to store, organize, and track data sets with formulas and functions. Excel is used by marketers, accountants, data analysts, and other professionals. It’s part of the Microsoft Office suite of products. Alternatives include Google Sheets and Numbers. 

Find more Excel alternatives here.

Excel is primarily used for creating financial documents because of its strong computational powers. You’ll often find the software in accounting offices and teams because it allows accountants to automatically see sums, averages, and totals. With Excel, they can easily make sense of their business’ data.

While Excel is primarily known as an accounting tool, professionals in any field can use its features and formulas — especially marketers — because it can be used for tracking any type of data. It removes the need to spend hours and hours counting cells or copying and pasting performance numbers. Excel typically has a shortcut or quick fix that speeds up the process.

You can also download Excel templates below for all of your marketing needs. 

After you download the templates, it’s time to start using the software. Let’s cover the basics first.

Excel Basics

If you’re just starting out with Excel, there are a few basic commands that we suggest you become familiar with. These are things like:

• Creating a new spreadsheet from scratch.
• Executing basic computations like adding, subtracting, multiplying, and dividing.
• Writing and formatting column text and titles.
• Using Excel’s auto-fill features.
• Adding or deleting single columns, rows, and spreadsheets. (Below, we’ll get into how to add things like multiple columns and rows.)
• Keeping column and row titles visible as you scroll past them in a spreadsheet, so that you know what data you’re filling as you move further down the document.
• Sorting your data in alphabetical order. 

Let’s explore a few of these more in-depth. 

For instance, why does auto-fill matter? 

If you have any basic Excel knowledge, it’s likely you already know this quick trick. But to cover our bases, allow me to show you the glory of autofill. This lets you quickly fill adjacent cells with several types of data, including values, series, and formulas.

There are multiple ways to deploy this feature, but the fill handle is among the easiest. Select the cells you want to be the source, locate the fill handle in the lower-right corner of the cell, and either drag the fill handle to cover cells you want to fill or just double click:

Similarly, sorting is an important feature you’ll want to know when organizing your data in Excel. 

Sometimes you may have a list of data that has no organization whatsoever. Maybe you exported a list of your marketing contacts or blog posts. Whatever the case may be, Excel’s sort feature will help you alphabetize any list.

Click on the data in the column you want to sort. Then click on the «Data» tab in your toolbar and look for the «Sort» option on the left. If the «A» is on top of the «Z,» you can just click on that button once. If the «Z» is on top of the «A,» click on the button twice. When the «A» is on top of the «Z,» that means your list will be sorted in alphabetical order. However, when the «Z» is on top of the «A,» that means your list will be sorted in reverse alphabetical order.

Let’s explore more of the basics of Excel (along with advanced features) next. 

To use Excel, you only need to input the data into the rows and columns. And then you’ll use formulas and functions to turn that data into insights. 

We’re going to go over the best formulas and functions you need to know. But first, let’s take a look at the types of documents you can create using the software. That way, you have an overarching understanding of how you can use Excel in your day-to-day. 

Documents You Can Create in Excel

Not sure how you can actually use Excel in your team? Here is a list of documents you can create:

• Income Statements: You can use an Excel spreadsheet to track a company’s sales activity and financial health.
• Balance Sheets: Balance sheets are among the most common types of documents you can create with Excel. It allows you to get a holistic view of a company’s financial standing.
• Calendar: You can easily create a spreadsheet monthly calendar to track events or other date-sensitive information.

Here are some documents you can create specifically for marketers.

• Marketing Budgets: Excel is a strong budget-keeping tool. You can create and track marketing budgets, as well as spend, using Excel. If you don’t want to create a document from scratch, download our marketing budget templates for free.
• Marketing Reports: If you don’t use a marketing tool such as Marketing Hub, you might find yourself in need of a dashboard with all of your reports. Excel is an excellent tool to create marketing reports. Download free Excel marketing reporting templates here.
• Editorial Calendars: You can create editorial calendars in Excel. The tab format makes it extremely easy to track your content creation efforts for custom time ranges. Download a free editorial content calendar template here.
• Traffic and Leads Calculator: Because of its strong computational powers, Excel is an excellent tool to create all sorts of calculators — including one for tracking leads and traffic. Click here to download a free premade lead goal calculator.

This is only a small sampling of the types of marketing and business documents you can create in Excel. We’ve created an extensive list of Excel templates you can use right now for marketing, invoicing, project management, budgeting, and more.

In the spirit of working more efficiently and avoiding tedious, manual work, here are a few Excel formulas and functions you’ll need to know.

Excel Formulas

It’s easy to get overwhelmed by the wide range of Excel formulas that you can use to make sense out of your data. If you’re just getting started using Excel, you can rely on the following formulas to carry out some complex functions — without adding to the complexity of your learning path.

• Equal sign: Before creating any formula, you’ll need to write an equal sign (=) in the cell where you want the result to appear.
• Addition: To add the values of two or more cells, use the + sign. Example: =C5+D3.
• Subtraction: To subtract the values of two or more cells, use the — sign. Example: =C5-D3.
• Multiplication: To multiply the values of two or more cells, use the * sign. Example: =C5*D3.
• Division: To divide the values of two or more cells, use the / sign. Example: =C5/D3.

Putting all of these together, you can create a formula that adds, subtracts, multiplies, and divides all in one cell. Example: =(C5-D3)/((A5+B6)*3).

For more complex formulas, you’ll need to use parentheses around the expressions to avoid accidentally using the PEMDAS order of operations. Keep in mind that you can use plain numbers in your formulas.

Excel Functions

Excel functions automate some of the tasks you would use in a typical formula. For instance, instead of using the + sign to add up a range of cells, you’d use the SUM function. Let’s look at a few more functions that will help automate calculations and tasks.

• SUM: The SUM function automatically adds up a range of cells or numbers. To complete a sum, you would input the starting cell and the final cell with a colon in between. Here’s what that looks like: SUM(Cell1:Cell2). Example: =SUM(C5:C30).
• AVERAGE: The AVERAGE function averages out the values of a range of cells. The syntax is the same as the SUM function: AVERAGE(Cell1:Cell2). Example: =AVERAGE(C5:C30).
• IF: The IF function allows you to return values based on a logical test. The syntax is as follows: IF(logical_test, value_if_true, [value_if_false]). Example: =IF(A2>B2,»Over Budget»,»OK»).
• VLOOKUP: The VLOOKUP function helps you search for anything on your sheet’s rows. The syntax is: VLOOKUP(lookup value, table array, column number, Approximate match (TRUE) or Exact match (FALSE)). Example: =VLOOKUP([@Attorney],tbl_Attorneys,4,FALSE).
• INDEX: The INDEX function returns a value from within a range. The syntax is as follows: INDEX(array, row_num, [column_num]).
• MATCH: The MATCH function looks for a certain item in a range of cells and returns the position of that item. It can be used in tandem with the INDEX function. The syntax is: MATCH(lookup_value, lookup_array, [match_type]).
• COUNTIF: The COUNTIF function returns the number of cells that meet a certain criteria or have a certain value. The syntax is: COUNTIF(range, criteria). Example: =COUNTIF(A2:A5,»London»).

Okay, ready to get into the nitty-gritty? Let’s get to it. (And to all the Harry Potter fans out there … you’re welcome in advance.)

Note: The GIFs and visuals are from a previous version of Excel. When applicable, the copy has been updated to provide instruction for users of both newer and older Excel versions.

1. Use Pivot tables to recognize and make sense of data.

Pivot tables are used to reorganize data in a spreadsheet. They won’t change the data that you have, but they can sum up values and compare different information in your spreadsheet, depending on what you’d like them to do.

Let’s take a look at an example. Let’s say I want to take a look at how many people are in each house at Hogwarts. You may be thinking that I don’t have too much data, but for longer data sets, this will come in handy.

To create the Pivot Table, I go to Data > Pivot Table. If you’re using the most recent version of Excel, you’d go to Insert > Pivot Table. Excel will automatically populate your Pivot Table, but you can always change around the order of the data. Then, you have four options to choose from.

• Report Filter: This allows you to only look at certain rows in your dataset. For example, if I wanted to create a filter by house, I could choose to only include students in Gryffindor instead of all students.
• Column Labels: These would be your headers in the dataset.
• Row Labels: These could be your rows in the dataset. Both Row and Column labels can contain data from your columns (e.g. First Name can be dragged to either the Row or Column label — it just depends on how you want to see the data.)
• Value: This section allows you to look at your data differently. Instead of just pulling in any numeric value, you can sum, count, average, max, min, count numbers, or do a few other manipulations with your data. In fact, by default, when you drag a field to Value, it always does a count.

Since I want to count the number of students in each house, I’ll go to the Pivot table builder and drag the House column to both the Row Labels and the Values. This will sum up the number of students associated with each house.

2. Add more than one row or column.

As you play around with your data, you might find you’re constantly needing to add more rows and columns. Sometimes, you may even need to add hundreds of rows. Doing this one-by-one would be super tedious. Luckily, there’s always an easier way.

To add multiple rows or columns in a spreadsheet, highlight the same number of preexisting rows or columns that you want to add. Then, right-click and select «Insert.»

In the example below, I want to add an additional three rows. By highlighting three rows and then clicking insert, I’m able to add an additional three blank rows into my spreadsheet quickly and easily.

3. Use filters to simplify your data.

When you’re looking at very large data sets, you don’t usually need to be looking at every single row at the same time. Sometimes, you only want to look at data that fit into certain criteria.

That’s where filters come in.

Filters allow you to pare down your data to only look at certain rows at one time. In Excel, a filter can be added to each column in your data — and from there, you can then choose which cells you want to view at once.

Let’s take a look at the example below. Add a filter by clicking the Data tab and selecting «Filter.» Clicking the arrow next to the column headers and you’ll be able to choose whether you want your data to be organized in ascending or descending order, as well as which specific rows you want to show.

In my Harry Potter example, let’s say I only want to see the students in Gryffindor. By selecting the Gryffindor filter, the other rows disappear.

Pro Tip: Copy and paste the values in the spreadsheet when a Filter is on to do additional analysis in another spreadsheet.

4. Remove duplicate data points or sets.

Larger data sets tend to have duplicate content. You may have a list of multiple contacts in a company and only want to see the number of companies you have. In situations like this, removing the duplicates comes in quite handy.

To remove your duplicates, highlight the row or column that you want to remove duplicates of. Then, go to the Data tab and select «Remove Duplicates» (which is under the Tools subheader in the older version of Excel). A pop-up will appear to confirm which data you want to work with. Select «Remove Duplicates,» and you’re good to go.

You can also use this feature to remove an entire row based on a duplicate column value. So if you have three rows with Harry Potter’s information and you only need to see one, then you can select the whole dataset and then remove duplicates based on email. Your resulting list will have only unique names without any duplicates.

5. Transpose rows into columns.

When you have rows of data in your spreadsheet, you might decide you actually want to transform the items in one of those rows into columns (or vice versa). It would take a lot of time to copy and paste each individual header — but what the transpose feature allows you to do is simply move your row data into columns, or the other way around.

Start by highlighting the column that you want to transpose into rows. Right-click it, and then select «Copy.» Next, select the cells on your spreadsheet where you want your first row or column to begin. Right-click on the cell, and then select «Paste Special.» A module will appear — at the bottom, you’ll see an option to transpose. Check that box and select OK. Your column will now be transferred to a row or vice-versa.

On newer versions of Excel, a drop-down will appear instead of a pop-up.

6. Split up text information between columns.

What if you want to split out information that’s in one cell into two different cells? For example, maybe you want to pull out someone’s company name through their email address. Or perhaps you want to separate someone’s full name into a first and last name for your email marketing templates.

Thanks to Excel, both are possible. First, highlight the column that you want to split up. Next, go to the Data tab and select «Text to Columns.» A module will appear with additional information.

First, you need to select either «Delimited» or «Fixed Width.»

• «Delimited» means you want to break up the column based on characters such as commas, spaces, or tabs.
• «Fixed Width» means you want to select the exact location on all the columns that you want the split to occur.

In the example case below, let’s select «Delimited» so we can separate the full name into first name and last name.

Then, it’s time to choose the Delimiters. This could be a tab, semi-colon, comma, space, or something else. («Something else» could be the «@» sign used in an email address, for example.) In our example, let’s choose the space. Excel will then show you a preview of what your new columns will look like.

When you’re happy with the preview, press «Next.» This page will allow you to select Advanced Formats if you choose to. When you’re done, click «Finish.»

7. Use formulas for simple calculations.

In addition to doing pretty complex calculations, Excel can help you do simple arithmetic like adding, subtracting, multiplying, or dividing any of your data.

• To add, use the + sign.
• To subtract, use the — sign.
• To multiply, use the * sign.
• To divide, use the / sign.

You can also use parentheses to ensure certain calculations are done first. In the example below (10+10*10), the second and third 10 were multiplied together before adding the additional 10. However, if we made it (10+10)*10, the first and second 10 would be added together first.

8. Get the average of numbers in your cells.

If you want the average of a set of numbers, you can use the formula =AVERAGE(Cell1:Cell2). If you want to sum up a column of numbers, you can use the formula =SUM(Cell1:Cell2).

9. Use conditional formatting to make cells automatically change color based on data.

Conditional formatting allows you to change a cell’s color based on the information within the cell. For example, if you want to flag certain numbers that are above average or in the top 10% of the data in your spreadsheet, you can do that. If you want to color code commonalities between different rows in Excel, you can do that. This will help you quickly see information that is important to you.

To get started, highlight the group of cells you want to use conditional formatting on. Then, choose «Conditional Formatting» from the Home menu and select your logic from the dropdown. (You can also create your own rule if you want something different.) A window will pop up that prompts you to provide more information about your formatting rule. Select «OK» when you’re done, and you should see your results automatically appear.

10. Use the IF Excel formula to automate certain Excel functions.

Sometimes, we don’t want to count the number of times a value appears. Instead, we want to input different information into a cell if there is a corresponding cell with that information.

For example, in the situation below, I want to award ten points to everyone who belongs in the Gryffindor house. Instead of manually typing in 10’s next to each Gryffindor student’s name, I can use the IF Excel formula to say that if the student is in Gryffindor, then they should get ten points.

The formula is: IF(logical_test, value_if_true, [value_if_false])

Example Shown Below: =IF(D2=»Gryffindor»,»10″,»0″)

In general terms, the formula would be IF(Logical Test, value of true, value of false). Let’s dig into each of these variables.

• Logical_Test: The logical test is the «IF» part of the statement. In this case, the logic is D2=»Gryffindor» because we want to make sure that the cell corresponding with the student says «Gryffindor.» Make sure to put Gryffindor in quotation marks here.
• Value_if_True: This is what we want the cell to show if the value is true. In this case, we want the cell to show «10» to indicate that the student was awarded the 10 points. Only use quotation marks if you want the result to be text instead of a number.
• Value_if_False: This is what we want the cell to show if the value is false. In this case, for any student not in Gryffindor, we want the cell to show «0». Only use quotation marks if you want the result to be text instead of a number.

Note: In the example above, I awarded 10 points to everyone in Gryffindor. If I later wanted to sum the total number of points, I wouldn’t be able to because the 10’s are in quotes, thus making them text and not a number that Excel can sum.

The real power of the IF function comes when you string multiple IF statements together, or nest them. This allows you to set multiple conditions, get more specific results, and ultimately organize your data into more manageable chunks.

Ranges are one way to segment your data for better analysis. For example, you can categorize data into values that are less than 10, 11 to 50, or 51 to 100. Here’s how that looks in practice: 

=IF(B3<11,“10 or less”,IF(B3<51,“11 to 50”,IF(B3<100,“51 to 100”)))

It can take some trial-and-error, but once you have the hang of it, IF formulas will become your new Excel best friend.

11. Use dollar signs to keep one cell’s formula the same regardless of where it moves.

Have you ever seen a dollar sign in an Excel formula? When used in a formula, it isn’t representing an American dollar; instead, it makes sure that the exact column and row are held the same even if you copy the same formula in adjacent rows.

You see, a cell reference — when you refer to cell A5 from cell C5, for example — is relative by default. In that case, you’re actually referring to a cell that’s five columns to the left (C minus A) and in the same row (5). This is called a relative formula. When you copy a relative formula from one cell to another, it’ll adjust the values in the formula based on where it’s moved. But sometimes, we want those values to stay the same no matter whether they’re moved around or not — and we can do that by turning the formula into an absolute formula.

To change the relative formula (=A5+C5) into an absolute formula, we’d precede the row and column values by dollar signs, like this: (=$A$5+$C$5). (Learn more on Microsoft Office’s support page here.)

12. Use the VLOOKUP function to pull data from one area of a sheet to another.

Have you ever had two sets of data on two different spreadsheets that you want to combine into a single spreadsheet?

For example, you might have a list of people’s names next to their email addresses in one spreadsheet, and a list of those same people’s email addresses next to their company names in the other — but you want the names, email addresses, and company names of those people to appear in one place.

I have to combine data sets like this a lot — and when I do, the VLOOKUP is my go-to formula.

Before you use the formula, though, be absolutely sure that you have at least one column that appears identically in both places. Scour your data sets to make sure the column of data you’re using to combine your information is exactly the same, including no extra spaces.

The formula: =VLOOKUP(lookup value, table array, column number, Approximate match (TRUE) or Exact match (FALSE))

The formula with variables from our example below: =VLOOKUP(C2,Sheet2!A:B,2,FALSE)

In this formula, there are several variables. The following is true when you want to combine information in Sheet 1 and Sheet 2 onto Sheet 1.

• Lookup Value: This is the identical value you have in both spreadsheets. Choose the first value in your first spreadsheet. In the example that follows, this means the first email address on the list, or cell 2 (C2).
• Table Array: The table array is the range of columns on Sheet 2 you’re going to pull your data from, including the column of data identical to your lookup value (in our example, email addresses) in Sheet 1 as well as the column of data you’re trying to copy to Sheet 1. In our example, this is «Sheet2!A:B.» «A» means Column A in Sheet 2, which is the column in Sheet 2 where the data identical to our lookup value (email) in Sheet 1 is listed. The «B» means Column B, which contains the information that’s only available in Sheet 2 that you want to translate to Sheet 1.
• Column Number: This tells Excel which column the new data you want to copy to Sheet 1 is located in. In our example, this would be the column that «House» is located in. «House» is the second column in our range of columns (table array), so our column number is 2. [Note: Your range can be more than two columns. For example, if there are three columns on Sheet 2 — Email, Age, and House — and you still want to bring House onto Sheet 1, you can still use a VLOOKUP. You just need to change the «2» to a «3» so it pulls back the value in the third column: =VLOOKUP(C2:Sheet2!A:C,3,false).]
• Approximate Match (TRUE) or Exact Match (FALSE): Use FALSE to ensure you pull in only exact value matches. If you use TRUE, the function will pull in approximate matches.

In the example below, Sheet 1 and Sheet 2 contain lists describing different information about the same people, and the common thread between the two is their email addresses. Let’s say we want to combine both datasets so that all the house information from Sheet 2 translates over to Sheet 1.

So when we type in the formula =VLOOKUP(C2,Sheet2!A:B,2,FALSE), we bring all the house data into Sheet 1.

Keep in mind that VLOOKUP will only pull back values from the second sheet that are to the right of the column containing your identical data. This can lead to some limitations, which is why some people prefer to use the INDEX and MATCH functions instead.

13. Use INDEX and MATCH formulas to pull data from horizontal columns.

Like VLOOKUP, the INDEX and MATCH functions pull in data from another dataset into one central location. Here are the main differences:

• VLOOKUP is a much simpler formula. If you’re working with large data sets that would require thousands of lookups, using the INDEX and MATCH function will significantly decrease load time in Excel.
• The INDEX and MATCH formulas work right-to-left, whereas VLOOKUP formulas only work as a left-to-right lookup. In other words, if you need to do a lookup that has a lookup column to the right of the results column, then you’d have to rearrange those columns in order to do a VLOOKUP. This can be tedious with large datasets and/or lead to errors.

So if I want to combine information in Sheet 1 and Sheet 2 onto Sheet 1, but the column values in Sheets 1 and 2 aren’t the same, then to do a VLOOKUP, I would need to switch around my columns. In this case, I’d choose to do an INDEX and MATCH instead.

Let’s look at an example. Let’s say Sheet 1 contains a list of people’s names and their Hogwarts email addresses, and Sheet 2 contains a list of people’s email addresses and the Patronus that each student has. (For the non-Harry Potter fans out there, every witch or wizard has an animal guardian called a «Patronus» associated with him or her.) The information that lives in both sheets is the column containing email addresses, but this email address column is in different column numbers on each sheet. I’d use the INDEX and MATCH formulas instead of VLOOKUP so I wouldn’t have to switch any columns around.

So what’s the formula, then? The formula is actually the MATCH formula nested inside the INDEX formula. You’ll see I differentiated the MATCH formula using a different color here.

The formula: =INDEX(table array, MATCH formula)

This becomes: =INDEX(table array, MATCH (lookup_value, lookup_array))

The formula with variables from our example below: =INDEX(Sheet2!A:A,(MATCH(Sheet1!C:C,Sheet2!C:C,0)))

Here are the variables:

• Table Array: The range of columns on Sheet 2 containing the new data you want to bring over to Sheet 1. In our example, «A» means Column A, which contains the «Patronus» information for each person.
• Lookup Value: This is the column in Sheet 1 that contains identical values in both spreadsheets. In the example that follows, this means the «email» column on Sheet 1, which is Column C. So: Sheet1!C:C.
• Lookup Array: This is the column in Sheet 2 that contains identical values in both spreadsheets. In the example that follows, this refers to the «email» column on Sheet 2, which happens to also be Column C. So: Sheet2!C:C.

Once you have your variables straight, type in the INDEX and MATCH formulas in the top-most cell of the blank Patronus column on Sheet 1, where you want the combined information to live.

14. Use the COUNTIF function to make Excel count words or numbers in any range of cells.

Instead of manually counting how often a certain value or number appears, let Excel do the work for you. With the COUNTIF function, Excel can count the number of times a word or number appears in any range of cells.

For example, let’s say I want to count the number of times the word «Gryffindor» appears in my data set.

The formula: =COUNTIF(range, criteria)

The formula with variables from our example below: =COUNTIF(D:D,»Gryffindor»)

In this formula, there are several variables:

• Range: The range that we want the formula to cover. In this case, since we’re only focusing on one column, we use «D:D» to indicate that the first and last column are both D. If I were looking at columns C and D, I would use «C:D.»
• Criteria: Whatever number or piece of text you want Excel to count. Only use quotation marks if you want the result to be text instead of a number. In our example, the criteria is «Gryffindor.»

Simply typing in the COUNTIF formula in any cell and pressing «Enter» will show me how many times the word «Gryffindor» appears in the dataset.

15. Combine cells using &.

Databases tend to split out data to make it as exact as possible. For example, instead of having a column that shows a person’s full name, a database might have the data as a first name and then a last name in separate columns. Or, it may have a person’s location separated by city, state, and zip code. In Excel, you can combine cells with different data into one cell by using the «&» sign in your function.

The formula with variables from our example below: =A2&» «&B2

Let’s go through the formula together using an example. Pretend we want to combine first names and last names into full names in a single column. To do this, we’d first put our cursor in the blank cell where we want the full name to appear. Next, we’d highlight one cell that contains a first name, type in an «&» sign, and then highlight a cell with the corresponding last name.

But you’re not finished — if all you type in is =A2&B2, then there will not be a space between the person’s first name and last name. To add that necessary space, use the function =A2&» «&B2. The quotation marks around the space tell Excel to put a space in between the first and last name.

To make this true for multiple rows, simply drag the corner of that first cell downward as shown in the example.

16. Add checkboxes.

If you’re using an Excel sheet to track customer data and want to oversee something that isn’t quantifiable, you could insert checkboxes into a column.

For example, if you’re using an Excel sheet to manage your sales prospects and want to track whether you called them in the last quarter, you could have a «Called this quarter?» column and check off the cells in it when you’ve called the respective client.

Here’s how to do it.

Highlight a cell you’d like to add checkboxes to in your spreadsheet. Then, click DEVELOPER. Then, under FORM CONTROLS, click the checkbox or the selection circle highlighted in the image below.

Once the box appears in the cell, copy it, highlight the cells you also want it to appear in, and then paste it.

17. Hyperlink a cell to a website.

If you’re using your sheet to track social media or website metrics, it can be helpful to have a reference column with the links each row is tracking. If you add a URL directly into Excel, it should automatically be clickable. But, if you have to hyperlink words, such as a page title or the headline of a post you’re tracking, here’s how.

Highlight the words you want to hyperlink, then press Shift K. From there a box will pop up allowing you to place the hyperlink URL. Copy and paste the URL into this box and hit or click Enter.

If the key shortcut isn’t working for any reason, you can also do this manually by highlighting the cell and clicking Insert > Hyperlink.

18. Add drop-down menus.

Sometimes, you’ll be using your spreadsheet to track processes or other qualitative things. Rather than writing words into your sheet repetitively, such as «Yes», «No», «Customer Stage», «Sales Lead», or «Prospect», you can use dropdown menus to quickly mark descriptive things about your contacts or whatever you’re tracking.

Here’s how to add drop-downs to your cells.

Highlight the cells you want the drop-downs to be in, then click the Data menu in the top navigation and press Validation.

From there, you’ll see a Data Validation Settings box open. Look at the Allow options, then click Lists and select Drop-down List. Check the In-Cell dropdown button, then press OK.

19. Use the format painter. 

As you’ve probably noticed, Excel has a lot of features to make crunching numbers and analyzing your data quick and easy. But if you ever spent some time formatting a sheet to your liking, you know it can get a bit tedious.

Don’t waste time repeating the same formatting commands over and over again. Use the format painter to easily copy the formatting from one area of the worksheet to another. To do so, choose the cell you’d like to replicate, then select the format painter option (paintbrush icon) from the top toolbar.

Excel Keyboard Shortcuts 

Creating reports in Excel is time-consuming enough. How can we spend less time navigating, formatting, and selecting items in our spreadsheet? Glad you asked. There are a ton of Excel shortcuts out there, including some of our favorites listed below.

Create a New Workbook

PC: Ctrl-N | Mac: Command-N

Select Entire Row

PC: Shift-Space | Mac: Shift-Space

Select Entire Column

PC: Ctrl-Space | Mac: Control-Space

Select Rest of Column

PC: Ctrl-Shift-Down/Up | Mac: Command-Shift-Down/Up

Select Rest of Row

PC: Ctrl-Shift-Right/Left | Mac: Command-Shift-Right/Left

Add Hyperlink

PC: Ctrl-K | Mac: Command-K

Open Format Cells Window

PC: Ctrl-1 | Mac: Command-1

Autosum Selected Cells

PC: Alt-= | Mac: Command-Shift-T

Other Excel Help Resources

• How to Make a Chart or Graph in Excel [With Video Tutorial]
• Design Tips to Create Beautiful Excel Charts and Graphs
• Totally Free Microsoft Excel Templates That Make Marketing Easier
• How to Learn Excel Online: Free and Paid Resources for Excel Training

Use Excel to Automate Processes in Your Team

Even if you’re not an accountant, you can still use Excel to automate tasks and processes in your team. With the tips and tricks we shared in this post, you’ll be sure to use Excel to its fullest extent and get the most out of the software to grow your business.

Editor’s Note: This post was originally published in August 2017 but has been updated for comprehensiveness.

The best way to learn about Excel 2013 is to start using it. Create a blank workbook and learn the basics of working with columns, cells, and data.

Start using Excel

• The best way to learn about Excel 2013 is to start using it.

• You can open an existing workbook, or start with a template. Then, add some data into cells, use the ribbon, use the mini toolbar.

Want more?

What’s new in Excel 2013

Basic tasks in Excel

The best way to learn about Excel 2013 is to start using it.

This is what you see when you start Excel for the first time.

You can open an existing workbook over here or start with a template.

Since this is our first time, let’s keep it simple and select Blank workbook.

The area down here is where you create your worksheet.

And you’ll find all the tools you need to work on it, up here, in this area called the ribbon.

In this area, you’ll find the name box and formula bar.

You’ll see what those do as we go along. Now click somewhere in the work area.

These little rectangles, called cells, each hold one piece of information: some text, a number, or a formula.

Let’s say we want to create a worksheet to track expenses on an expansion project.

Type the first budget item, and press Enter.

There are literally millions of cells in a worksheet, but each one can be identified using this grid system of rows and columns.

For example, the address of this cell is C6; column C, row 6.

The name box shows which cell is selected. You’ll see why addresses are important later. Next, type the other budget items.

This is a breakdown of the work required for the expansion project.

If the text doesn’t fit in the cells, come up here, and hold the mouse over the column border until you see a double-headed arrow.

Then, click and drag the border to widen the column.

Now to make our worksheet more interesting, let’s add rough estimates for each work item in the next column.

To make the numbers look like $ amounts, we’ll add some formatting.

First, select the numbers by clicking the first number and dragging the mouse down the list.

The gray highlighting and green border mean the cells are selected.

Right-click the selection, and the right-click menu opens along with this box up here called the mini-toolbar.

The mini-toolbar changes depending on what you select.

In this case, it contains commands for formatting the cells.

Click the $ sign to format the numbers as $ amounts.

Now it is beginning to look more like a worksheet.

To make it official, let’s add a header row up here, so that anyone who looks at the worksheet will know what the data means in each column.

Next, let’s do something to the data to make it easier to work with.

Select the header and data. Click the top left corner, and drag the mouse to the bottom right.

This time, instead of right-clicking, just hold the mouse over the selection, and a button appears.

Click it and the Quick Analysis lens opens.

This contains a set of tools for helping you analyze your data.

Click TABLES, and then click Table. The data is converted to a table.

You don’t have to do this, but working with data as a table has certain advantages.

For example, you can click these arrows to quickly sort or filter the data.

You also have a lot of commands and options to choose from, up here on the ribbon.

For example, we can add a Total Row to the table or remove the Banded Rows.

While we’re up here, let’s take a closer look at the ribbon.

The commands and options you can work with are organized into these tabs.

Most of the commands, you’ll need are on the HOME tab.

For example, you can come here to format text and numbers, or change a Cell Style.

The INSERT tab has commands for inserting things, like pictures and charts.

We’ll look at some of the other tabs later in the course.

The TABLE TOOLS DESIGN tab is called a contextual tab because it appears only when you are working on the table.

When you select a cell outside the table, the tab goes away.

You’ll also see contextual tabs when you are working with other insertable objects, like Sparklines and Pivot Charts.

Our worksheet is pretty small now, but there’s plenty of room to grow in Excel as your project expands.

However, before we do any more work, let’s save the workbook.

How To Use Excel: A Beginner’s Guide To Getting Started

How To Use Excel:
A Beginner’s Guide To Getting Started

Written by co-founder Kasper Langmann, Microsoft Office Specialist.

Excel is a powerful application—but it can also be very intimidating.

That’s why we’ve put together this beginner’s guide to getting started with Excel.

It will take you from the very beginning (opening a spreadsheet), through entering and working with data, and finish with saving and sharing.

It’s everything you need to know to get started with Excel.

If you want to tag along as you read, please download the free sample Excel workbook here.

Opening an Excel spreadsheet

When you first open Excel (by double-clicking the icon or selecting it from the Start menu), the application will ask what you want to do.

If you want to open a new Excel spreadsheet, click Blank workbook.

To open an existing spreadsheet (like the example workbook you just downloaded), click Open Other Workbooks in the lower-left corner, then click Browse on the left side of the resulting window.

Then use the file explorer to find the Excel workbook you’re looking for, select it, and click Open.

Workbooks vs. spreadsheets

There’s something we should clear up before we move on.

A workbook is an Excel file. It usually has a file extension of .XLSX (if you’re using an older version of Excel, it could be .XLS).

A spreadsheet is a single sheet inside a workbook. There can be many sheets inside of a workbook, and they’re accessed via the tabs at the bottom of the screen.

A spreadsheet (a.k.a. a sheet/tab) contains all the cells you can see and use in the >1 million rows >16,000 columns.

Working with the Ribbon

The Ribbon is the central control panel of Excel. You can do just about everything you need to directly from the Ribbon.

Where is this powerful tool? At the top of the window:

There are a number of tabs, including the File tab, Home tab, Insert tab, Data tab, Review tab, and a few others. Each tab contains different buttons.

Try clicking on a few different tabs to see which buttons appear below them.

Kasper Langmann, Co-founder of Spreadsheeto

There’s also a very useful search bar in the Ribbon. It says Tell me what you want to do. Just type in what you’re looking for, and Excel will help you find it.

Most of the time, you’ll be in the Home tab of the Ribbon. But Formulas and Data are also very useful (we’ll be talking about formulas shortly).

Pro tip: Ribbon sections

In addition to tabs, the Ribbon also has some smaller sections. And when you’re looking for something specific, those sections can help you find it.

For example, if you’re looking for sorting and filtering options, you don’t want to hover over dozens of buttons finding out what they do.

Instead, skim through the section names until you find what you’re looking for:

Managing your sheets

As we saw, workbooks can contain multiple sheets.

You can manage those sheets with the sheet tabs near the bottom of the screen. Click a tab to open that particular worksheet.

If you’re using our example workbook, you’ll see two sheets, called Welcome and Thank You:

To add a new worksheet, click the + (plus) button at the end of the list of sheets.

You can also reorder the sheets in your workbook by dragging them to a new location.

And if you right-click a worksheet tab, you’ll get a number of options:

For now, don’t worry too much about these options. Rename and Delete are useful, but the rest needn’t concern you.

Kasper Langmann, Co-founder of Spreadsheeto

Entering data

Now it’s time to enter some data!

And while entering data is one of the most central and important things you can do in Excel, it’s almost effortless.

Just click into a blank cell and start typing.

Go ahead, try it! Type your name, birthday, and your favorite number into some blank cells.

Kasper Langmann, Co-founder of Spreadsheeto

You can also copy (Ctrl + C), cut (Ctrl + X), and paste (Ctrl + V) any data you’d like (or read our full guide on copying and pasting here).

Try copying and pasting the data from multiple cells inthe example spreadsheet into another column.

You can also copy data from other programs into Excel.

Try copying this list of numbers and pasting it into your sheet:

• 17
• 24
• 9
• 00
• 3
• 12

That’s all we’re going to cover for basic data entry. Just know that there are lots of other ways to get data into your spreadsheets if you need them.

Kasper Langmann, Co-founder of Spreadsheeto

Basic calculations

Now that we’ve seen how to get some basic data into our spreadsheet, we’re going to do some things with it.

Running basic calculations in Excel is easy. First, we’ll look at how to add two numbers.

Important: start calculations with = (equals)

When you’re running a calculation (or a formula, which we’ll discuss next), the first thing you need to type is an equals sign. This tells Excel to get ready to run some sort of calculation.

So when you see something like =MEDIAN(A2:A51), make sure you type it exactly as it is—including the equals sign.

Let’s add 3 and 4. Type the following formula in a blank cell:

=3+4

Then hit Enter.

When you hit Enter, Excel evaluates your equation and displays the result, 7.

But if you look above at the formula bar, you’ll still see the original formula.

That’s a useful thing to keep in mind, in case you forget what you typed originally.

You can also edit a cell in the formula bar. Click on any cell, then click into the formula bar and start typing.

Kasper Langmann, Co-founder of Spreadsheeto

Performing subtraction, multiplication, and division is just as easy. Try these formulas:

• =4-6
• =2*5
• =-10/3

What we’re going to cover next is one of the most important things in Excel. We’re giving it a very basic overview here, but feel free to read our post on cell references to get the details.

Kasper Langmann, Co-founder of Spreadsheeto

Now let’s try something different. Open up the first sheet in the example workbook, click into cell C1, and type the following:

=A1+B1

Hit Enter.

You should get 82, the sum of the numbers in cells A1 and B1.

Now, change one of the numbers in A1 or B1 and watch what happens:

Because you’re adding A1 and B1, Excel automatically updates the total when you change the values in one of those cells.

Try doing different types of arithmetic on the other numbers in columns A and B using this method.

Unlocking the power of functions

Excel’s greatest power lies in functions. These let you run complex calculations with a few keypresses.

We’ll barely scratch the surface of functions here. Check out our other blog posts to see some of the great things you can do with functions!

Kasper Langmann, Co-founder of Spreadsheeto

Many formulas take sets of numbers and give you information about them.

For example, the AVERAGE function gives you the average of a set of numbers. Let’s try using it.

Click into an empty cell and type the following formula:

=AVERAGE(A1:A4)

Then hit Enter.

The resulting number, 0.25, is the average of the numbers in cells A1, A2, A3, and A4.

Cell range notation

In the formula above, we used “A1:A4” to tell Excel to look at all the cells between A1 and A4, including both of those cells. You can read it as “A1 through A4.”

You can also use this to include numbers in different columns. “A5:C7” includes A5, A6, A7, B5, B6, B7, C5, C6, and C7.

There are also functions that work on text.

Let’s try the CONCATENATE function!

Click into cell C5 and type this formula:

=CONCATENATE(A5, ” “, B5)

Then hit Enter.

You’ll see the message “Welcome to Spreadsheeto” in the cell.

How did this happen? CONCATENATE takes cells with text in them and puts them together.

We put the contents of A5 and B5 together. But because we also needed a space between “to” and “Spreadsheeto,” we included a third argument: the space between two quotes.

Remember that you can mix cell references (like “A5″) and typed values (like ” “) in formulas.

Kasper Langmann, Co-founder of Spreadsheeto

Excel has dozens of useful functions. To find the function that will solve a particular problem, head to the Formulas tab and click on one of the icons:

Scroll through the list of available functions, and select the one you want (you may have to look around for a while).

Then Excel will help you get the right numbers in the right places:

If you start typing a formula, starting with the equals sign, Excel will help you by showing you some possible functions that you might be looking for:

And finally, once you’ve typed the name of a formula and the opening parenthesis, Excel will tell you which arguments need to go where:

If you’ve never used a function before, it might be difficult to interpret Excel’s reminders. But once you get more experience, it’ll become clear.

This is a tiny preview of how functions work and what they can do. It should be enough to get you going on the tasks you need to accomplish right away.

Kasper Langmann, Co-founder of Spreadsheeto

Saving and sharing your work

After you’ve done a bunch of work with your spreadsheet, you’re going to want to save your changes.

Hit Ctrl + S to save. If you haven’t yet saved your spreadsheet, you’ll be asked where you want to save it and what you want to call it.

You can also click the Save button in the Quick Access Toolbar:

It’s a good idea to get into the habit of saving often. Trying to recover unsaved changes is a pain!

Kasper Langmann, Co-founder of Spreadsheeto

The easiest way to share your spreadsheets is via OneDrive.

Click the Share button in the top-right corner of the window, and Excel will walk you through sharing your document.

You can also save your document and email it, or use any other cloud service to share it with others.

That’s it – Now what?

This was how to use Excel.

Or… at least a small fraction of it.

Microsoft Excel can be intimidating, but once you get the basics down, it’s easier to learn the more advanced functions.

This was your introduction to “the basics”. So, if you’re not ready to get some advanced Excel knowledge, go ahead and practice with some of the existing data at the office 🧑🏼‍💻

If you’re ready to take your next steps, go ahead and enroll in my 30-minute free online course where you learn: IF, SUMIF, VLOOKUP, and data cleaning.

These are some of the most important topics of Excel💪🏼

Other resources

Now, you can’t excel at Excel without mastering some of the lookup functions like VLOOKUP and the new XLOOKUP.

But also, you don’t wanna miss out on pivot tables. You can use these to transform your Microsoft Excel data into insightful reports in just a few clicks🤯

Or if you’re into automating Excel spreadsheet formatting, go ahead and read my guide to conditional formatting here.

Kasper Langmann2023-02-23T14:45:07+00:00

Contents

1. Tools, Calculators and Simulations
2. Dashboards and Reports with Charts
3. Automate Jobs with VBA macros
4. Solver Add-in & Statistical Analysis
5. Data Entry and Lists
6. Games in Excel!
7. Educational use with Interactive features
8. Create Cheatsheets with Excel
9. Diagrams, Mockups, Gantt Charts
10. Fetch live data from web
11. Excel as a Database

Excel is one of the most used software in today’s digital world. Most people quickly open up an Excel file when they need to write or calculate anything. It is like “paper”. (remember those graph notebooks from school times..)

Actually, this is not only specific to Microsoft’s Excel but most of the spreadsheet software like open office or google sheets. However, we will focus on Excel and what can you do with it today, as it offers huge flexibility you will discover below.

Let’s start with the main usage areas of Excel. As we all know, spreadsheets are designed to make calculations easier. So they contain “formulas”. They allow us to make basic math like summing, multiplying, finding average as well as advanced calculations like regression analysis, conversions, and so on.

When we combine these powerful math features with some tables, lists, or other UI elements, we can come up with a calculator. And most of the time they will be dynamic (meaning that when you change a parameter all the rest of the calculations will adapt accordingly)

Below see an example from our past studies as Someka:

We have built this calculator for an app development company executive. He was changing the parameters he wants and sees the outcomes immediately.

This is great especially when you try to make big “models” in excel. Financial Modeling is one of the most used application areas of these big models. If we tried to do this with pen-paper (which used to be the way once upon a time) it would be horrible I guess:

Financial modeling is also being used to test the excel skills of experts. They even make a competition for it: ModelOff

We also have a tool for startups to make a feasibility study playing with their own variables:

This is a comprehensive Feasibility Study Excel Template for app startups with download projections, costs, financial calculations, charts, dashboard, and more.

The business world is demanding. It is not enough just to make the calculations, set up your tables, and write the text. You have to create pie charts, trends, line graphs, and many more. Whether you are getting prepared for your pitch or make a presentation in your company, you can use Excel’s chart features.

Pivot Tables

One of the greatest features which Excel offers is Pivot tables. This is an advanced Excel tool that helps you create dynamic summary reports from raw data very easily. After you create your table you can play with parameters easily with a drag and drop interface.

It looks like this:

Dashboards

Complex excel models do have lots of variables, calculations, and settings. And instead of managing all variables one by one on different sheets, different places it is a very good idea to put them together like a “control panel”.

You can think dashboards as cockpits of planes.

Recently dashboards became very popular. There are lots of training videos about how to build and design control panels for our excel models. Actually, they are not so different from the rest of the calculations.

But the main idea is: if there is something you may want to change, later on, don’t write it directly in the formula but bind it to a variable.

Let’s say you are building a sales report for your manager. He asks you to make the file changeable so that he can see the results in US dollars or Euros according to the situation. Instead of writing an Fx rate into the calculations, you should bind this to a cell that you can play with later on.

Like this:

This may seem so obvious to some of you. But this is the basic approach of all dashboards in excel files. Of course, you can improve it with more complex formulas, buttons, cool charts, and even VBA but the main idea stands still.

Here is an example of a complete set of the dashboard:

Or a dashboard for a livestock feasibility study:

If you are interested in Sales Dashboards, you may want to check out our Excel template:

This is an interactive Sales Report Template in Excel. Features a dashboard with profitability, sales analysis and charts.

Other than that, Marketing ROI Calculator would be very helpful to prioritize your marketing campaigns in Excel:

It will provide essential metrics and help you to manage all your marketing campaign channels in one place.

Most of the users who use Excel extensively are already coding. But if you ask them whether they know how to code most probably they will say no. Of course, writing formulas is a very small part of the things you can do with VBA. It is a strong programming language that lets you create small scripts (macros), user forms, user-defined functions, add-ins, and even games! (which we will touch below separately)

I will not dive into VBA here since it is a detailed area. But there are some basic things that will be beneficial to know for those who use Excel often:

• You can record macros for repeating jobs: You don’t need to code from scratch. Just click on the record macro button and it will write the code for you in the background. (If you want, you can modify later on)
• It extends the borders of Excel world. If you feel like you are limited somehow in Excel, you are more like an advanced user. It is time to get a little bit into VBA.
• You can create user forms with VBA only. If you see something like this, know that it is using VBA:

VBA is quite powerful and if you work with Excel extensively you won’t regret learning a bit. For example wouldn’t it be nice if you could send bulk emails from an Excel spreadsheat with a button click?

It is not surprising for spreadsheet software like Excel to offer advanced math techniques to make more complicated studies. (To be honest, I am not a statistics expert but with an engineering background, I will try to do my best to explain the basics. Feel free to correct me if I’m wrong)

Data analysis is a trending concept for recent years with the development of powerful computers and improved software. We are collecting and recording much much more data compared to the past. Take a look at this chart to understand what I mean:

Especially this part:

“more data has been created in the past two years than in the entire previous history of the human race”

It is a bit frightening, isn’t it? Ok, we are not going to dive into the “Big Data” world. Let’s get back to our humble excel world.

As we collect this much data, some people will want to analyze it. Otherwise, it makes no sense to spend billions of dollars on those data centers. Excel has built-in functions for basic descriptive statistics methods like Mean, Median, Mode, Standard Deviation, Variance etc.

But if we want to go a bit further I will mention two Excel features (actually add-ins) at this step: Solver and Regression Analysis

Solver

Have you ever heard of “optimization”? When we have more than one parameters that affect the outcome, we can only have a most optimized solution rather than a maximum solution. This may sound weird but it is very valid in our daily lives.

One of the simplest and popular examples is: Farmer Fence Optimization Problem

“A farmer owns 500 meters of the fence and wants to enclose the largest possible rectangular area. How should he use his fence?”

This is a very simple example to explain what a solver does. But actually, you can run much more complicated data sets with Solver.

Regression Analysis

Since this is a bit advanced topic for this blog post, I will only touch the surface.

In most simple terms, regression analysis helps you find the correlation between the variables. For example, you may want to know what is the relation between the number of birds flown over your head and the money you earned today. (sorry for the silly example. No, I am not curious about it You will need to gather sample data and put in an analysis to see if there is any correlation.

It seems something like this:

You put your data:

Run the regression from Analysis Toolpak:

And get results something like this:

Of course, there is much more sophisticated software to run data analysis. However, there is a joke in business intelligence communities:

• What is the most used feature of any business intelligence solution?
• It is “Export to Excel”

Looks like we won’t stop using Excel anytime soon.

Coming back from boring data analysis world, let’s mention the simplest and most handy usage area of excel: Make Lists!

It is already self-explaining so I won’t bother with the details. When you want to list down some simple data, take notes, create to-do lists, or anything. Just open the excel and write it down. Did we mention that “paper alternative” thing? Oh yes, we did.

A lead list example:

You can also convert PDF files into Excel files in order to make it easier to work on. This can be done automatically with some software. But some pdf files cannot be processed automatically (like handwritten documents, scanned invoices, etc). You will need to do it manually.

When you want to play with the data on a web page, you can easily copy-paste it into an excel file and then you can sort, filter or do anything you want:

For example, Fortune 500 US List:

Everybody loves to-do lists. And we have created useful to-do list in Excel for business or personal uses. Check it out, it is free:

To-Do List Excel Template

We already mentioned this in the VBA section above. But it is worth to talk a bit more.

Visual Basic allows you to code complex things like games as well. But of course, don’t expect a GTA or FIFA. Things like chess, sudoku, or Monopoly is OK. But, a few people have gone far and created more complicated things, like an RPG game. Take a look at this:

This game has been created by an accountant, Cary Walkin. I know it doesn’t look great but it is in Excel! (you can play it at the office )

Another example:

A flight simulator in Excel?? Is it the same thing we use to sum up the sales figures? Lol yeah.

You can also embed flash games into Excel (like Super Mario, Angry Birds or whatever) But I count them off as they are not built with VBA.

As we mentioned in the Financial Modeling section, Excel is quite good for creating dynamic results according to the inputs. We get the benefit of this to create interactive tools.

One example that comes to my mind is this spreadsheet, guys from San Francisco have prepared:

I haven’t tried it myself but an Excel tutorial in Excel. Liked the idea!

Another similar interactive Excel learning tool is from Keyskillset:

Actually, this is not completely in Excel and works as separate software but I liked how they combine the Excel training with gamification features.

Quizzes are good tools for interactive learning and you can prepare in Excel as well. A quizmaster template from indzara.com:

A student lesson plan template in excel which we have prepared recently:

You can learn Excel in Excel!

As said: Practice Makes Perfect!

You can test your Excel skills in Excel with Excel Formulas Trainer:

This is actually an Excel template prepared with VBA macros and basically works as a practice worksheet. It has 30 sections and around 100 questions. You can learn VLOOKUP, IF and much more excel formulas by doing. If you like the idea of “learning by doing”, then it is worth to check.

Also, this online course from GoSkills is for everyone as well, covering beginner, intermediate and advanced lessons.

By cheat sheets, we don’t refer to the piece of paper with information written down on it that an unethical person might create if they weren’t prepared for a test. What we mean is a reference tool that provides simple, brief instructions for accomplishing a specific task. We use this term because it is highly popular recently.

For example, this is a cheat sheet:

This compacted and summarized info is very useful in many aspects. When you try to memorize things, lookup, reference, etc. And can be easily created with Excel. Let’s make a Google search for a cheat sheet made in Excel.

This one is from Dave Child (cheatography.com) and I was also using this one I first learned HTML:

The last example is an Excel Cheatsheet made for Excel shortcuts:

Of course, if you are looking for stylish infographics and cheat sheets, you should check out design software.

I know Excel is maybe not the best tool to do these. There are great programs or websites to make mockups, diagrams, brainstorming, mind-mapping, or project scheduling. But there are habits as well. Even though I am very open to try and use these kinds of brand-new tools, I find myself using excel for a mockup or a mind map. (select shapes, put notes, put arrows, change colors etc. Omg it is tedious)

Gantt charts can be a bit old-school as agile project management methods are increasing in popularity, they are still being used widely. There are several Gantt chart excel templates on the web.

A Gantt chart example from vertex42.com:

I just found out a reporting structure mockup I have prepared in Excel once upon a time:

By the way, did you see our Automatic Organization Chart Generator?

This is an Excel template that lets you create organization charts from Excel lists with a click of a button. It can be useful for small business owners and Human Resources departments.

These type of charts are directly related to Excel as most of the companies already keep their data in spreadsheets. But I also know people who even build their website mockups in Excel (with links to other sections, placement of buttons, sliders etc.).

Sometimes you may need your excel files to be updated automatically from a live data source. For example, if you are making a stock market analysis and want the latest data of some stock prices at NYSE, you can connect your Excel file to a data feed and let it take the latest info automatically (unless you want to input them one by one!)

As this is a comprehensive topic I will leave it for another post. But here is a few things you can fetch into excel:

• Stock prices
• Match results of soccer, NBA, NFL or any sports games (from live score sites)
• Fx rates
• Real-time flight data of airports
• Any info in a shared database (whether it is your company intranet or public)

This topic is getting more and more important as most data is kept on cloud systems. We don’t download info bits to our computers as we used to do in the past. So, Microsoft is working hard to improve the web integration of Excel.

Recommended Reading: Can Excel Extract Data From Website?

Yes, it is not the best idea to use Excel as a database. Because it is not designed for this purpose. Queries will take a long time especially when data gets bigger. It can be unreliable sometimes and not very secure. It is all accepted. However, we are not always after a complete set of the database systems and it can serve us as a mini-warehouse for our little data.

For example, if you keep records of your invoice data and want to make some sales analysis, it can be a good starting point. If later, you want to see more details, want to record more breakdowns you will need to move to a “real database”. It can be Access, SQL or anything. Just keep an eye on your Excel file because it has a maximum of 1 million rows.

Some of you may say “hey, it is more than enough, isn’t it?”

Generally yes. But you cannot believe how data increase in size when you want to see details. I remember when I was working as an analyst in a game development company, we were holding records of 1+ billion rows of data.

Precisely because of that, we have built some of our Excel templates (which is the favorite feature of all the users) with a database section. You may check our Invoice Generators and see how invoice recording would be super easy in Excel!

Conclusion

As the internet gets more available for everybody people started to use collaboration platforms more than before. In this aspect, online spreadsheet applications, like Google Sheets, increase in popularity and stands as a competitor to Microsoft’s Excel. Other free alternatives like open office or libre office are also popular.  But if you need the advanced functionalities of Excel there is still no substitute.

Microsoft is improving the software actively. PowerPivot, Power BI, and Excel Online are all brand new features they developed recently. We will wait and see how things evolve in the following years. (investintech.com has made interviews with Excel experts about the future of Excel)

I tried to cover most of the things that can be done with Excel. If I have missed anything or if you find any errors, let me know by commenting down or sending an email.

Also, don’t forget to check our Excel Templates Collection. You may find something useful for yourself:

Excel Templates and Spreadsheets – Someka