Save Time & Get Results Using. Powerful Excel Features. Save Time and Get Results Using. Powerful Excel Features
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1 Save Time & Get Results Using Karen House Associate VP for Finance Keene State College Today s Goals Productivity-oriented information; familiar examples That s how they do that - Aha moments! Have some fun together Resource list to extend your understanding after the conference Good habits Organizing your data Formatting Options 1
2 Save Time and Get Results Using Excel is better than an adding machine make it work for you. Organizing your data: Data D t as a table No blank rows or columns within the body Surround the data with blank row & column Good column labels Maximum details offers many options 2
3 Custom Filters & Visible Cells A way to narrow down the data set, and copy/paste it for further analysis or to share with others Data Filter (Sort & Filter submenu) choose desired values Home Find and Select (Editing submenu) Go to Special Copy Visible Cells only Paste selected data in a separate workbook. Only pertinent data is presented to others. Protects confidential data. Preserve your original (complete) data set in a master file 3
4 Save Time and Get Results Using Watch Windows Quick view of calculated value(s) contained in another cell or another worksheet in the file Change a factor and WATCH the result change Great for what-if conversations with others Can name the cell that you want to watch Formulas Formula Auditing Watch Window Narrow, eliminate, or rename fields in the window for clarity Hyperlinks Easy navigation, easy to create Great for shared files with multiple pages Example: instructions/roadmap to multi-sheet templates distributed to units to collect data in a structured way Insert Hyperlink (from Links sub-menu) or use the Drag and Drop method On the worksheets, put a hyperlink back to the index page 4
5 Save Time and Get Results Using Pivot Tables Very powerful! Don t be afraid Wizard: Insert Pivot Table Pivot Table (Put in new worksheet) Design choices: Design Report Layout Show in Tabular Form Repeat all item labels Remove subtotals as needed Use Report Filter as desired Pivot Tables (Continued) To calculate from outside the pivot table, reference the cell by typing in the address, not by pointing. Or else, turn off the GeneratePivotData Options GeneratePivotData unclick to turn this off Show Report Filter Pages explodes one pivot table to multiple worksheets. Print to PDF and for distribution Can turn the result into a pivot chart also ALWAYS remember to refresh your pivot table. Optionally, set to always refresh on opening 5
6 Save Time and Get Results Using Let s switch to Excel and demonstrate t these features real time. Lagniappe (extra) Download free ASAP utilities from Creates a new tab in your Excel, available to all workbooks. Several cool features: Set up index page (hyperlinks to all worksheets in file) Print multiple selected worksheets, in one job. Can print to PDF for distribution/protection from alteration Copy a worksheet s page and print settings Discover more on your own 6
7 Resources: For further exploration Item Excel 2010: Create Pivot Table & Chart Office Excel 2010 Tutorial: Pivot Tables Change Pivot Table Report Layout Forms In Excel 2010 Create or delete a PivotTable or PivotChart report Applies to: Microsoft Excel 2010 Office 2010 Class #36: Excel PivotTables Pivot Tables 15 examples (Data Analysis) (25 minute video with downloadable file for practice) Office 2010 Class #37: Excel Table Feature For Dynamic Ranges in Functions, Charts, PivotTables Office 2010 Class #34: How Data Must Be Setup To Use Excel Data Analysis Features PowerPivot for the Data Analyst: Microsoft Excel 2010 (MrExcel Library) Use Excel s Watch Window to Monitor Important Cells in a Workbook Excel Hyperlinks and Hyperlink Function Do more and save time in Excel with these popular tools 4HY&feature=endscreen nrrfdc5q Link create pivot table chart/ tips/officeexcel 2010 tutorial pivot tables/ pivot table report layout forms inexcel 2010/ us/excelhelp/create or delete a pivottable or pivotchartreport HP aspx?CTT=1 eature=related /billjelen tech tips.com/ms officetips/excel watch window/ n.html utilities.com/ me for the electronic copy of the hyperlinked list of resources, or to share one of your favorite features with me! Save Time and Get Results Using Karen House Associate VP for Finance Keene State College khouse@keene.edu 7
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