|
There are many ways to use the Date functions in Excel. Previous Tech
Tips have included:
Calculate a Person's Age in Excel;
Calculate Remaining Days in the Year; and
Calculate the Days, Months or Years between Dates in Excel.
A lesser known date function is NETWORKDAYS, which returns
the number of work days between two dates. For example:

The format for this function is:
NETWORKDAYS(start_date,end_date,[holidays]). Holidays is optional.
The following tutorials can help you learn to use of the Date functions in
Excel:
Excel 2007 / 2010 Date Functions: Working with Dates in Excel from
www.about.com
Microsoft Excel 2007 to 2010: The Date Function in Excel from
www.homeandlearn.co.uk
In Excel, a range is a group of connected cells. When working in Excel
you often need to select a range. Here is a simple trick for quickly selecting
a range:
 |
Click anywhere within the range |
 |
Press Ctrl + A |
 |
The range is selected |
If the worksheet
does not contain data, Ctrl + A selects the entire worksheet.
Another way to select the entire worksheet is to click the button in the upper
left corner of the worksheet

 |
Open the sheet you want to move or copy |
 |
Click the Home tab on the Ribbon |
 |
In the Cells group, click Format
|

 |
Under Organize Sheets, select Move or Copy
Sheet |
 |
Choose where you want the sheet to be
copied or moved to |
 |
Be sure to select the create a copy
box if you do not want your sheet moved
|
To add text to a number in a cell:
 |
Select the cells you
want to add text to |
 |
From the Home tab on the Ribbon, in the Cells
group, click  |
 |
Select Format Cells from
the drop-down menu |
 |
Select Custom from the
Category list |
 |
In the Type box, select
the default value General |
 |
After the word General,
enter a space and a quote, next enter the word you want to display and
another quote. For example, General "Pounds" |
 |
Click on OK |

The format you create will put the word after any
number you enter into the cell, but Excel will still treat the value as a
number, not text.
In Excel 2010 you can insert common mathematical equations into your
worksheets or build your own equations with the new equation editing tools.
Here’s how:
 |
Click the Insert tab on the Ribbon |
 |
In the Symbols group, click the arrow next to Equation |
 |
Select from the equation gallery and the equation is inserted in a text
box |
To build your own equation:
 |
Insert a text box (or shape) |
 |
Click to select the text box (or shape) |
 |
Click the Insert tab on the Ribbon |
 |
In the Symbols group, click Equation |
 |
The Equation Tools Design Ribbon is
displayed |

Use the DatedIf function to calculate the interval
between dates in Excel. Here's how:
 |
Enter the function into a cell
|
=DATEDIF ( start_date , end_date, unit )
 |
For example, to calculate the number of months
between two dates, if the start date is in cell D2 and the end date is
in cell E2 you could enter this formula into cell F2:
|

To learn more about this function, go to to the
Microsoft website or watch a
YouTube
video. This tip works in Excel 2007 and 2010, as well as earlier versions.
In a previous tip
Using
IF Functions in Excel we covered the basic If function which can be used in
all versions of Excel.
About.com explains the use of the If function and provides step-by-step
tutorials on how to enter this function in 2007 and 2010:

Download the If Function Worksheet
and learn about the more complex uses of If functions.
One of the improvements in Excel 2010 is the ability to preview what you
are pasting before you paste it. Here's how:
 |
Copy what you want to paste |
 |
Position your pointer where you want
to begin pasting |
 |
Right click to display the shortcut
menu which lists the most common choices |

 |
Pause your pointer over the Paste
Options buttons to preview the result before pasting |
 |
Click to select your desired option or
click the arrow beside Paste Special for more choices |
For more help, watch this short video by Microsoft
Paste with Live Preview.
To quickly move to the left, right, top, or
bottom cell in a range of data, position the cursor at the beginning of the
range and press:
Ctrl + a cursor
arrow
To select a range of data, position the cursor at the beginning of the
range and press:
Shift + Ctrl + a cursor arrow
VLOOKUP is a powerful Excel function which allows
you to look up a value in an Excel list or table. For example, you could
use this function to look up grades based on a percentage value:

To learn more about this function, check out the free
online training from Microsoft
VLOOKUP: What it is, and when to use it.
A new feature in Excel 2010 called Sparklines can help
you spot trends in your data. Sparklines are tiny charts that sit on top of
a cell. Here’s how to create them:
 |
Select an empty cell or group of empty
cells where you want to insert Sparklines |
 |
Click the Insert tab on the Ribbon |
 |
In the Sparklines group, click the
type of Sparkline you want to create |
 |
In the Data box, enter the range of
cells that contain the data to base the Sparklines on |

 |
Select the range of cells you want to format
|
 |
Right click on the selected range and choose
Format Cells from the shortcut menu |
 |
Make sure the Number tab is selected in the
Format Cells Dialog Box |
 |
Under Category select Custom |
 |
In the Type field enter [<1].00˘;$0.00_˘
(You can copy this format directly from this web page. If you
type it yourself you will need to hold down the ALT key and enter
155 (or 0162) on the ten key pad to create the ˘ sign.) |
 |
Click OK
|
 |
Right click a worksheet tab |
 |
Select Insert |
 |
Choose the template |
 |
Click OK |
You can choose a custom template which you have created, one of the
templates available when you click the Spreadsheet Solutions tab, or click
the Templates on Office Online button and choose from hundreds of templates
available from Microsoft.
We've had the COUNTIF function in Excel for a while.
This function allows you to count records in a list that match a single
criteria. What's completely new with Excel 2007 is COUNTIFS which allows you
to count records based on multiple criteria. Sure, there were
other ways of doing this before, but none as easy as the COUNTIFS function.
Here's the syntax:
=COUNTIFS(range1,criterion1,range2,criterion2,…,range_n,criterion_n)
Makes it really simple to count records in a range that
match the criteria you enter in the formula. If you
need a little more help, check out this article on the Microsoft web site:
Use the COUNTIFS function in Excel 2007 to analyze data.
A previously published tip
Gantt Chart for Scheduling in
Excel introduced Gantt charts as tools for project management and
provided a link to a downloadable template.
Making
a Gantt Chart in Excel 2007 is another excellent resource for creating
Gantt Charts in Excel. This 7-minute video gives you step-by-step
instruction on how to use the built-in chart tool in Excel 2007 to create a
Gantt chart. If you need more help, check out this article by Michele
McDonough
Using Excel to Create a Gantt Chart.

Hopefully you are already familiar with the Excel
AutoFill feature for filling ranges with the months or days of the week.
But what if you need to fill an Excel range with just weekdays? Here’s how:
 |
Enter the starting day into a cell |
 |
Place the pointer over the lower right corner
of the cell until you see the copy/fill handle (a thin black plus) |
 |
Right click the handle and drag to select the
range you want to fill with weekdays |
 |
When you let up on the mouse button a menu will
appear |
 |
Select Fill Weekdays |
This tip works in Excel 2007 as well as earlier
versions.
To break a long text entry into separate lines,
position the insertion point in the cell entry or on the Formula bar where
you want the new line to start and press Alt + Enter. Excel expands the row
containing the cell when it starts a new line. Excel automatically wraps the
text in the cell when you press Enter to complete the entry, according to
the cell's column width and the position of the line break.
Here is another method for dealing with long text
entries in Excel 2007:
 |
Select the cell containing the long text entry |
 |
Click the Home tab on the Ribbon
|
 |
In the Alignment group, click the Wrap Text
button |
Or you can right click the text entry and:
 |
Select Format Cells from the shortcut menu |
 |
Click the Alignment tab |
 |
Click to select the Wrap text option
|
If you have copied or imported data into your Excel
workbook, you may need to clean it up. An article from Microsoft entitled
Top ten ways to clean your data covers features that will help you
accomplish this.
The basics of cleaning your data include:
 |
Removing duplicate rows |
 |
Finding and replacing text |
 |
Changing the case of text |
 |
Removing spaces and nonprinting characters from
text |
 |
Fixing numbers and number signs
|
 |
Fixing dates and times |
 |
Merging and splitting columns |
 |
Transforming and rearranging columns and rows
|
 |
Reconciling table data by joining or matching
|
Using the Paste Values option in Excel lets you strip
formulas from your data and paste only the resulting values. In Excel 2007
the Quick Access Toolbar is a great way to simplify using this feature.
Here's how:
 |
Click the Office button in the upper left
corner of the Excel 2007 Screen |
 |
Click the Excel Options button at the bottom of
the Office window to display the Excel Options dialog box |
 |
Click Customize in the left pane |
 |
Under Choose commands select All Commands |
 |
Select Paste Values |
 |
Click Add and then OK
|
The Excel 2007 Camera tool lets you
take a picture of a range of
cells
on a worksheet. Before you can use this tool you must first add it to the
Quick
Access
Toolbar
on the Ribbon.
To add the Camera tool to the Quick
Access Toolbar:
 |
Click the Office button
in the upper-left corner of
the Ribbon |
 |
Click the Excel Options button
|
 |
Click Customize
|
 |
In the Choose Commands From
drop-down list, select Commands Not in the Ribbon |
 |
Select Camera and double-click
to add it to the Quick Access Toolbar |
 |
Click OK to close the Excel
Options
dialog box |
To use this tool:
 |
Select a range on your worksheet |
 |
Click the Camera tool on the Ribbon |
 |
Click where you want the picture to appear (In
this workbook or even in another workbook) |
A graphic is created of the range you selected.
If you change the original data the picture also changes. You can even
copy or move this picture to the clipboard and paste it into Word or
PowerPoint if you need to. However, if you copy it into another program it
will no longer update when the original is changed.
 |
Click the Office button on the Ribbon |
 |
Click the Excel Options button
|
 |
On the Popular tab, under When
creating new workbooks, enter the number of sheets you want
after the Include this many sheets option
|
 |
Select the cell or range of cells to clear (or
press Ctrl + A to select all) |
 |
Click the Home tab on the Ribbon |
 |
In the Editing group, click the Clear button |
 |
Select Clear Formats |
 |
Select the cells you want to sum |
 |
Check the Status Bar in the lower right
|

All
versions will display a Sum. By default, in Excel 2007 and 2010, the Count, Average
and Sum will be displayed. But this default can be changed by right
clicking on the Status Bar to display the Customize Status Bar menu.
Excel 2007 tracks worksheet revisions so you can see
what has changed on each sheet. To use this feature, do the following:
- Click the sheet to make it active
- Click the Review tab on the Ribbon
- Click Track Changes in the Changes group
- Choose Highlight Changes
- Click in the "Track changes while editing" box and then set the
types of changes you want to highlight.
You can choose to have the changes highlighted on
screen or listed on a new sheet.
Data
Validation lets you restrict what goes into a cell. For example, if dates
being entered must be between a certain range, do this:
 |
Select the range of cells that you want to apply data validation to |
 |
Click the Data tab on the Ribbon |
 |
In the Data Tools group click the Data Validation button
|
 |
Under Validation criteria choose Date from the Allow drop-down menu |
 |
Enter the acceptable date range |
 |
Click OK |
If someone tries to enter a date outside this range a warning is displayed
that says, "The value you entered is not valid.”
 |
Select the range of cells on the
worksheet which contains the list |
 |
Click the Microsoft Office button |
 |
Click the Excel Options button to display the Excel Options dialog box |
 |
Click the Popular tab in the left pane |
 |
Click the Edit Custom List button in
the right pane to open the Custom List dialog box |
 |
The range of selected cells will be
displayed in the Import list from cells box at the bottom
|
 |
Click the Import button |
 |
Your list now appears in the Custom
Lists window |
 |
Click OK
|
 |
Select the text you want to rotate,
angle, or switch to vertical |
 |
On the Home tab of the Ribbon, in the
Alignment group, click the Orientation button

|
To change the case of text
in Excel, use one of the following formulas:
 |
=UPPER(A1) Changes
the text in cell A1 to upper case |
 |
=LOWER(A1) Changes
the text in cell A1 to lower case |
 |
=PROPER(A1) Changes
the text in cell A1 to proper case |
For example:

|
When
creating Microsoft Excel worksheets formula results are
shown in the worksheet NOT the formula. There may be times
when it would be helpful if you could SEE the formula in the
worksheet.
To display
formulas in Excel 2007:
-
Click the Office button
-
Click the Excel Options button
-
In the Excel Options dialog box,
click Advanced
-
Scroll down to the Display options
for this worksheet section
-
Click to select the option Show
formulas in cells instead of their calculated values
To resume
seeing the results of the formula, just repeat the above
steps. Or you can use the shortcut keys for toggling
formula viewing on and off: Ctrl+` (accent key below the
tilde ~). This shortcut works in earlier versions of
Excel as well.
|
|
If you’re trying to learn Microsoft
Excel
2007 there are excellent online resources available. I recommend checking
these out:
If you have several
worksheets in an Excel workbook, it can be time consuming to select the one
you want to view. This shortcut can help you speed up the process.
 |
Right click on the
sheet tab navigation arrows |

 |
A menu of worksheet tabs pops up |
 |
Left click the worksheet you want to view |
This tip works in Excel 2007 as well as earlier
versions.
One way to quickly add shading to alternate rows in
Excel 2007 is by applying a predefined table style. By default, shading is
applied to alternate rows in an Excel 2007 table to make the data easier to
read. The alternate row shading will remain accurate even if you add or
delete rows.
 |
Select
the range of cells you want to format |
 |
On the
Home tab, in the Styles group, click Format as Table |
 |
Under
Light, Medium, or Dark, click the table style you want to use |
 |
In the
Format as Table dialog box, click OK. Notice that the Banded Rows
check box is selected by default in the Table Style Options group.
To apply shading to alternate columns instead of alternate rows,
clear this check box and select Banded Columns |
 |
If you
want to convert the Excel table back to a regular range of cells,
click anywhere in the table to display the tools necessary for
converting the table back to a range of data |
 |
On the
Design tab, in the Tools group, click Convert to Range
|
Ever create an Excel 2007 table and then wish the
columns were rows and the rows were columns? Here's a solution:
 |
Select the table |
 |
Press Ctrl + c to copy (Or click the copy
button on the Home tab of the Ribbon) |
 |
Select the cell where you want the new table to
begin (this cell CAN be in the old table) |
 |
Right click to display the shortcut menu and
select Paste Special (Or on the Home tab of the Ribbon, click the
Paste arrow to display the Paste Special option) |
 |
In the Paste Special dialog box, select
Transpose and click OK
|
Text-to-speech was not included in the Excel 2007 Ribbon. To use this
feature in Excel 2007 you must first add it to the Quick Access Toolbar.
Here’s how:
 |
Click the Customize
Quick Access Toolbar arrow |
 |
Click More Commands
from the drop-down menu |
 |
From the Choose
commands from list, select Commands Not in the Ribbon
|
 |
Scroll down and
select the Speak Cells commands you want to use and click Add
|
 |
Click OK when you
are finished adding commands to your Quick Access Toolbar |
Most people know how to Cut, Copy and Paste in Excel
2007 but many don’t use Paste Link, which creates a link between the data or
formula in the original
cell and
the destination cell where it’s pasted. Here’s how:
 |
Click on a cell to make it the active cell |
 |
Click on the Copy button on the Home tab (or
press Ctrl + c) |
 |
Click on the destination cell where you want
the results to be displayed |
 |
Click the small arrow at the bottom of the
Paste button to open the drop-down list |
 |
Click Paste Link |
The contents of the original cell now also appear in
the destination cell.
If you've upgraded to Excel 2007, or if you are
thinking about it, you might be interested in the increased workbook
capacities. With Excel 2007 you are no longer limited to 3 sort levels and
a worksheet can contain more than a million rows.
|
Workbook
Capacities |
Excel 2003 |
Excel 2007 |
|
Number of Worksheets |
255 |
Limited to memory |
|
Columns |
256 |
16,384 |
|
Rows |
65,536 |
1,048,576 |
|
Colors |
56 |
16 million |
|
Sort levels |
3 |
64 |
|
Characters in formula |
1,024 |
8,192 |
|
Nested levels in formulas |
7 |
64 |
|
Arguments in a function |
30 |
255 |
|
Conditional formats |
3 |
Limited to memory |
When you first installed Excel 2007 you had to enter a
product key number which was probably located on the CD. This ID is your
serial number. You will need to have this number If you ever try to get
technical support from Microsoft. Here’s how you can find it:
 |
Click the Office button on the Ribbon |
 |
Click the Excel Options button |
 |
Click Resources |
 |
Click the About button to display the About
Microsoft Excel dialog box |
 |
Your product ID code is displayed on this
dialog box
|
A big improvement in Excel 2007 is the ability to sort
on up to 64 levels instead of the 3 we had available in prior
versions. You can also filter data by color or by dates and Excel will
display more than 1000 items in the AutoFilter drop-down list. A quick
way to sort or filter data in Excel 2007 is to use the shortcut menu:
 |
Right click a column in your table |
 |
Select Filter or Sort from the shortcut menu |
 |
To sort by the column selected, click Sort A to
Z or Sort Z to A |
 |
To sort on multiple criteria, select Custom
Sort to display the Sort dialog box
|
It
can be useful to color code the tabs of Excel worksheets:
 |
Select the tab of the
sheet you want to re-color (to select more than one tab hold down
the CTRL key and click each tab) |
 |
Right click and
select Tab Color from the shortcut menu |
 |
Select color and
click OK |
This tip also works in
previous versions of Excel.
Templates are boilerplate worksheets that can save time and promote
standardization. To create an Excel 2007 template:
 |
Enter all necessary data and apply
required formatting |
 |
Click on the office button to open the
drop-down menu |
 |
Choose the Save As option |
 |
Choose the Other formats option |
 |
Choose the Save As option to open the
Save As dialog box |
 |
Click on the Save as type option to
open the drop-down list |
 |
Scroll through the list to find the
template options |
 |
For most templates, choose the Excel
Template (*.xltx) option |
 |
If your template contains macros,
choose the Macro Enabled Template (*.xltm) option |
 |
If you plan to use your template with
older versions of Excel, choose the Excel 97 - 2003 Template (*.xlt)
option |
To use your template to
create a new worksheet, click the office button and select New. Your
template will be listed in the My templates… folder.
On the Web you can find thousands of Excel templates for just about
anything you can think of. A good place to start is
office.microsoft.com.
You can prevent users from overwriting formulas or inadvertently changing
labels or formats by protecting cells in a worksheet. When you protect a
worksheet all cells are protected, or locked, and cannot be changed. To
allow users to change certain cells in the worksheet you first identify
which cells should NOT be locked. Then you protect, or lock, the worksheet.
In Excel 2007, follow these steps:
Unlock cells that can be changed
- Select the cells that users should be able to change
- Click the Home tab on the Ribbon
- In the Font group, click the small arrow in the lower right corner
to open the Format Cells dialog box
- Click the Protection tab
- Deselect the Locked checkbox and click OK
- Repeat these steps for each range of cells that can be changed, then
protect the worksheet
Protect the worksheet
- Click the Review tab on the Ribbon
- In the Changes group, click Protect Sheet and click OK
- In the Protect Sheet dialog box enter a password, or leave blank if
you don’t want a password, and click OK
Now users can only change the cells that are unlocked. If users try to
change any other cells they receive a message saying they must unprotect the
cells to modify them.
New in Excel 2007, you can now
total the data in a Microsoft Office Excel table by displaying a totals row at
the end of the table. Here's how:
 |
Click anywhere in the
table to display the Table Tools Design tab |
 |
Click the Design tab |
 |
In the Table Style
Options group, select the Total Row check box |
 |
In the total row, click
the cell in the column you want to calculate a total for |
 |
Click the drop-down list
arrow that appears |
 |
In the
drop-down list, select the function you want to use to calculate the
total
|
Here's how to hide columns or rows in your Excel 2007 worksheet:
- Select the rows or columns you want to hide
- Click the Home tab on the Ribbon
- In the Cells group, click Format
- From the drop-down menu under Visibility point to Hide & Unhide
- Select Hide Rows or Hide Columns
To unhide columns or rows:
- Select the rows above and below the rows you want to unhide or select the
adjacent columns on either side of the columns you want to unhide
- Click the Home tab on the Ribbon
- In the Cells group, click Format
- From the drop-down menu under Visibility point to Hide & Unhide
- Select Unhide Rows or Unhide Columns
Worksheets that are too large to be displayed on a single screen can
cause problems when entering data as well as printing. There are 2 different
features that will help you deal successfully with these issues.
To enter data into a worksheet that is wider or longer than the available
screen area:
 |
Position the pointer beside and below
the rows and/or columns to keep on the screen |
 |
Click the View tab on the Ribbon |
 |
In the Window group click Freeze Panes |
To print a worksheet that is wider or longer than the available page size
without losing the rows and/or columns required to give meaning to your
data:
 |
Click the Page Layout tab on the
Ribbon |
 |
In the Page Setup group click Print
Titles to display the Page Setup Dialog box |
 |
Click the Sheet tab |
 |
Select the columns and/or rows that
need to be repeated on each printed page |
 |
Click OK
|
 |
Click a cell in a blank table column
that you want to turn into a calculated column |
 |
Type the formula
|
 |
The formula is automatically
filled into all cells of the column
|
To freeze a formula into its current value:
 |
Select the formula |
 |
Press F2 (Edit) |
 |
Press F9 (Calc) |
 |
Press Enter |
Now you can copy or move the value anywhere you need
it. This trick works in all versions of Excel, including 2007 and 2010!
Those of you that enjoyed using the feature called Data
Form in earlier versions of Excel may be unhappy when you can’t find it
anywhere in the new 2007 Ribbon interface. But you CAN add it to the Quick
Access Menu at the top of the Excel 2007 screen, and here’s how:
 |
Click the Office button in the upper left
corner of the Excel 2007 Screen |
 |
Click the Excel Options button at the bottom of
the Office window to display the Excel Options dialog box |
 |
Click Customize from the Options list |
 |
Select Commands Not in the Ribbon from the
Choose commands from drop-down list |
 |
Select Form |
 |
Click Add and then OK
|
If you are a fan of
keyboard shortcuts you will be happy to know that most of the shortcuts
we've used for years work exactly the same in Excel 2007. Here's a
list of some of my favorites:
| Action |
Keys |
| Start a new line
in the same cell |
Alt
+ Enter |
| Selects the
entire worksheet |
Ctrl + A |
| Undoes the last
action |
Ctrl + Z |
| Redoes the last
action |
Ctrl + Y |
| Calculates all
worksheets in all open workbooks |
F9 |
| Copy selected
cells |
Ctrl + C |
| Paste |
Ctrl + V |
| Select data
range |
Ctrl + Shift + * |
For a complete listing of
all Excel 2007 keyboard shortcuts, go to
Excel shortcut and function keys published on
www.office.microsoft.com where you can find lots of other great
resources for learning Microsoft Office.
 |
Click in the
database |
 |
Click the Design
tab |
 |
In the Tools group
click Remove Duplicates
|
This feature can be useful for creating a database using existing
information which is improperly formatted. For example, if both first and
last names have already been entered into a cell, use text to columns to
split names into 2 columns.
 |
Select the range of cells that
contains the text values |
 |
Click the Data tab |
 |
In the Data Tools group, click Text to
Columns |
 |
Follow the instructions in the Convert
Text to Columns Wizard |
Click here if you're using an
earlier version of Excel
Did you know you can change the color of the gridlines in an Excel
worksheet? Here’s how:
 |
Choose Tools from the pull-down menu |
 |
Select Options |
 |
From the View tab be sure the
Gridlines check box is selected |
 |
Choose a color from the Gridlines
color drop-down menu |
 |
Click OK |
Since the gridlines do NOT print this is only for your viewing pleasure.
In Excel, a range is a group of connected cells. When working in Excel
you often need to select a range. Here is a simple trick for quickly selecting
a range:
 |
Click anywhere within the range |
 |
Press Ctrl + Shift + * |
The range is
selected. This trick works in all versions of Excel.
Some types of analysis require you to use randomly
generated numbers. You can also use randomly generated numbers to quickly
populate an Excel spreadsheet. There's an easy function you can use to do
this automatically:
 |
Type =RAND() in a cell to generate a
number between 0 and 1 |
 |
Type =RAND()*100 to generate a number
between 1 and 100
|
Have you ever wanted to display a fraction in an Excel worksheet? Try
this:
 |
Before typing fractions in cells,
pre-format the cells by selecting the cells where you want to enter
fractions and choosing Format from the pull-down menu |
 |
Choose cells from the Format Cell
dialog box |
 |
Select fraction from the category list |
 |
Select the type of fraction that you
would like to display and click OK |
 |
Type the fraction using a forward
slash between the numerator and denominator – do not type spaces –
for example, type 1/3 to represent one-third |
 |
If you need to type a whole number and
a fraction type a space between the whole number and fraction, for
example 1 1/3
|
In Microsoft Excel you can
combine the text in two or more cells into a single text string by using
“concatenation”. The result is displayed in the cell where you type the
formula.
For example, If you have a
worksheet that contains the First name in cell A1 and the
Last name in cell B1, enter the following expression in cell C1 to
create a text string that displays the values of the First and
Last names separated by a space: =A1&" "&B1

Be sure to put a space
between the double quotes in the expression. Copy this formula down to each
row containing the names. Then copy the cells containing this formula back
to their original position using Paste Special to convert the formula into a
value:
 |
Select the column by clicking the
column name |
 |
Choose Copy |
 |
Right click and choose Paste Special
from the short-cut menu |
 |
Choose Values and click OK |
This tip works in Excel 2007 and 2010 as well as earlier versions.
Have you ever wanted to
calculate the number of days remaining in the year? If the date is in cell
A1, use the following formula:
=DATE(YEAR(A1),12,31)-A1
You can prevent users from overwriting formulas
or inadvertently changing labels or formats by protecting cells. Follow
these steps:
-
Select the cells that users can change during
data entry
-
Choose
Format from the pull-down menu
-
Choose Cells
-
Deselect the Locked checkbox on the
Protection tab, and click OK
-
Choose
Tools from the pull-down menu
-
Choose Protection
-
Choose
Protect Sheet, and click OK
Now users will be able to alter only the cells
that are unlocked. If users attempt to alter any other cells they will
receive a message saying they must unprotect the cells to modify them. In
Step 7, you may wish to add a password to prevent unauthorized users from
changing a cell's protection level.
In a previous Tip we learned an easy way to enter
information into an Excel worksheet using
"form view". But what
about calculated fields? For example, let’s say your worksheet includes
three columns; Quantity, Price, and Total which is a calculated field.
If you would like to have the calculated field entered
as you type, try this technique:
 |
Enter the column headings
|
 |
Enter the formula for the calculated
field |
 |
Click any of the column labels |
 |
Select Data from the pull-down menu |
 |
Choose Form |
As you add
records, Excel will copy the formula in each record. (You will not see the
value in "form view" unless you navigate between records using the form’s
Find Prev or Find Next Buttons.)
The Text to Columns feature in Excel is used to split
text entered in a single cell into columns. For example, if both first and
last names have already been entered into a cell, use text to columns to
split the names into 2 columns.
 |
Select Text |
 |
Choose Data from the pull-down menu |
 |
Choose Text to Columns to display the Convert
Text to Columns Wizard, which will guide you through the simple
3-step process
|
A Gantt chart is a common tool for project planning and
keeping track of the status of individual tasks within a project. Go to
www.vertex42.com to download a free Gantt chart spreadsheet for creating
simple project schedules and timelines.

It
can be useful to color code the tabs of Excel worksheets:
-
Select the tab of the
sheet you want to re-color. To select more than one tab hold down the
CTRL key and click each tab.
-
Choose Format from the
pull-down menu
-
Select Sheet
-
Select Tab Color
-
Select a color from the
Format Tab Color dialog box
-
Click OK
You can add text to the
value of a cell by following these steps:
- Choose Format from the pull-down menu
- Select Cells
- Select Custom from the Category list
- In the Type box, select the default value General
- After the word General, enter a space and a quote, next enter
the word you want to display and another quote. For example General
"tons"
- Click on OK
The format you create will put the word tons after any number you
enter into the cell, but Excel will still treat the value as a number, not
text
In the article "Count and Sum Your Data in Excel 2002" by John
Walkenbach Microsoft MVP, you can learn various ways to count and sum
records based on criteria. For example: to count records for Smith, if
A1:A125 is the column containing the names, use this formula:
=COUNTIF(A1:A125,"Smith")
To read the entire article, go to:
www.microsoft.com
Shading alternate rows can improve legibility in Excel worksheets
containing long lists. Conditional Formatting can be used to apply cell
shading to every other row in a worksheet range.
- Highlight the range of cells that you want to format
- Choose Format from the pull-down menu
- Select Conditional Formatting to display the Conditional Formatting
dialog box
- Select Formula Is from the first drop-down list box, and enter =MOD(ROW(),2)=0
in the second box
- Click the Format button to bring up the Format Cells dialog box
- Select the Patterns tab and specify a color for the shaded rows.
Choose a light color so the black text will still be legible
- Click OK twice to return to your worksheet
If you place your mouse pointer on the side of a cell in an Excel
worksheet, it changes from an arrow or plus sign into a four-sided arrow. If
you click and hold the left mouse button down you can drag and move the cell
information. It's easy to move data you don’t want to move. To turn this
feature off:
- Click Tools from the pull-down menu
- Choose Options
- Click the Edit tab
- Uncheck "Allow cell drag and drop"
- Click OK
When creating Microsoft
Excel worksheets formula results are shown in the worksheet NOT the formula.
There may be times when it would be helpful if you could SEE the formula in
the worksheet.
To display formulas:
-
Select Tools from the
pull-down menu
-
Choose Formula Auditing
-
Choose Formula Auditing
Mode
To resume seeing the results
of the formula, just repeat the above steps. Or you can use the shortcut
keys for toggling formula auditing mode on and off: Ctrl+`.
The DATEDIF() function in Excel calculates the number
of days, months, or years between two dates. This function makes it easy to
calculate a person's age. To try this:
- In a blank worksheet, type a birth date in cell A1, using slashes to
separate day, month, and year.
- In cell A2, type =DATEDIF(A1,TODAY(),"y") and press ENTER.
The age (in years) will be displayed in cell A2.
 |
Hold down the shift key |
 |
Select "File" from the pull-down menu |
 |
Click "Close All"
|
Ever tried entering data into a wide Excel worksheet?
When columns expand past your viewing area it can become difficult. To enter
data or search for data without having to do a lot of scrolling, use "form
view".
- Open your worksheet and select any cell within the worksheet range
- Click Data on the menu bar
- Click Form on the drop-down menu
- Click the New button to enter a new record; Excel displays a blank
form
- Enter data into the first field and then press the Tab key to move to
the next field
- When you get to the end of your data entry, press the Enter key to go
to the next blank record
Note: If there are formulas in your worksheet, the "form view" displays
only the results of the formula, thus preventing it from being accidentally
overwritten.
To search for specific data or a record, do the following:
- Click the Criteria button to clear the form
- Enter your search term into the appropriate field (e.g., enter Human
Resources into the "Department Name" field)
- Click the Find Next button to find the next instance, or click the
Find Previous button to find the previous instance
Note: If you enter multiple criteria, Excel will find the record that
meets all of the criteria. The "form view" does not support OR searches. You
can also use the scrollbar to scroll through the records.
The Excel IF
function is a great tool that can be used when the information you want in a
cell is conditional. It’s particularly handy if you need to specify two or
more different responses for a cell based on specified conditions. The
format for this function is:=IF("if the condition stated here
is true", "then enter this value", "else enter this value")
For example, to see at who passed or failed an exam an
IF function could be used. Let’s assume the pass mark is 75 and the marks
are in column B, starting from row 5. the formula would look like this:
=IF(B5>75, "Pass", "Fail")
Giving users the option to select data from lists
rather than type it manually can help eliminate many data entry errors. But
you don't need to create the actual lists to ensure accuracy. After users
enter an item once, Excel automatically includes it in a drop-down list of
entries that users previously typed in the column.
For example, to access the list of vendors
previously typed in the Vendors column of an Orders spreadsheet, follow
these steps:
-
Select the cell under the Vendors column for
the next order.
-
Press [Alt] and the down arrow.
-
Select the vendor's name from the list, and
press [Enter] or [Tab] to move to the next cell. If the vendor's name is
not on the list, users must type it manually. Excel will include the name
the next time someone accesses the list.
Of course, if
the
automatic completion
feature is turned on, data will be entered automatically when you begin
typing a column entry for the second time! To accept the proposed
entry, press TAB or ENTER. The completed entry exactly matches the pattern
of uppercase and lowercase letters of the existing entries.
To turn automatic completion of cell
entries on or off:
-
On the Tools menu, click Options, and then
click the Edit tab.
-
Select or clear the Enable AutoComplete for
cell values check box.
Proofreading a spreadsheet can be time-consuming. The
Text to Speech feature in Excel 2002 can really help speed up this process
by reading selected data back to you for verification. Each cell is
highlighted as the value is spoken, and when you hear an error, you can stop
to correct the error in that cell.
To play back a group of cells:
-
On the Tools menu, point to Speech, and
then click Show Text To Speech Toolbar.
-
Select a group of cells to read back.
-
Choose how the computer will read back your data by
clicking By Rows or By Columns on the Text To Speech
toolbar.
-
Click Speak Cells if you want the computer to
read back each cell in your selection.
-
To correct an error, click Stop Speaking, and
use your mouse and keyboard to make the necessary changes.
-
Click Speak Cells to continue.
To play back after every cell entry:
-
On the Text to Speech toolbar, click Speak
On Enter.
-
Enter data in a cell. After you press ENTER, the
computer will read back the data in the cell.
Note: To use Text to Speech, your computer must
have a sound card installed and speakers attached. The available voices
depend on your default language installation and any language packs you may
have installed. Text to Speech is not part of the standard installation of
Excel, so have your installation CDs ready.
Use the Name tool to define a constant value, such as a
tax rate, that you frequently use in Excel formulas. Go to Insert | Name |
Define and type a name—TaxRate, for example. In the Refers to area, type the
constant value and click on OK. For a 9 percent tax rate, you would enter
0.09. For example, enter the formula =5000*TaxRate and Excel will use the
constant value defined for TaxRate and return 450.
If you’re trying to learn to use Microsoft Excel, try
this online tutorial developed by Florida Gulf Coast University:
To Enter line breaks in an Microsoft Excel worksheet:
- Click the cell where you want the label or heading to
appear
- Type the first line of information
- Press ALT + ENTER
- Type the second line (Repeat step 3 if you have
additional lines to enter)
- Press ENTER when you've finished typing
To break a long text entry into separate lines, position the insertion point
in the cell entry or on the Formula bar where you want the new line to start
and press Alt+Enter. Excel expands the row containing the cell when it
starts a new line. Excel automatically wraps the text in the cell when you
press Enter to complete the entry, according to the cell's column width and
the position of the line break.
Here is another method for dealing with
long text entries:
- Select the cell containing the long text entry
- Choose Format and Cells from the pull-down menu
- Click the Alignment Tab
- Select Wrap text
-
From the Drawing toolbar, select Text Box. Add a
text box to the worksheet.
-
Select the Text Box, and press F2.
-
In the Formula bar, create a link to a cell by
typing = and then selecting the cell.
-
The contents of the cell are displayed in the Text
Box. For Example:

Here are a few keyboard shortcuts you can use to insert the current time and
date in a Microsoft Access table or Microsoft Excel spreadsheet.
 |
Current date: Press CTRL+SEMICOLON
|
 |
Current time: Press CTRL+SHIFT+ SEMICOLON
|
 |
Current date and time: Press CTRL+
SEMICOLON then SPACE then CTRL+SHIFT+ SEMICOLON |
In Access, this keyboard shortcut only works if you are entering data in
the Datasheet or Form view.
Editor's Note: When you insert the date and time using this tip, the
information remains static. To update this information automatically, you
must use the TODAY and NOW functions. To learn how to do this, search for
Insert the current date and time in a cell in Excel Help and then click
Insert a date or time whose value is updated.
This tip comes to us from
www.microsoft.com, courtesy of Kimberly Schenk, Smyrna, Tennesse.
Worksheets that are too large to be displayed on a
single screen can cause problems when entering data as well as printing.
There are 2 different features that will help you deal successfully with
these issues.
To enter data into a worksheet that is wider or longer
than the available screen area:
- Position the pointer beside and below the row and/or column names.
- Select Window from the pull-down menu.
- Click Freeze Pane.
To print a worksheet that is wider or longer than the
available page size without losing the rows and/or columns required to give
meaning to your data:
- Choose File from the pull-down menu.
- Select Page Setup and click the Sheet tab.
- Select the appropriate Print Titles option and click the columns
and/or rows that need to be repeated on each printed page.
Ever create an Excel table
and then wish the columns were rows and the rows were columns? Here's a
solution:
- Select the table.
- Choose Edit + Copy.
- Select the cell where you want the new table to begin (this cell CAN be in
the old table).
- Choose Edit + Paste Special.
- In the Paste Special dialog box, select Transpose and click OK.
- If necessary, delete the remains of your old table.
If you have tried to display Chart Tips but couldn't get the tips to display,
try this:
- Choose Tools + Options.
- In the Options dialog box, click the Chart tab.
- Under Chart Tips, select both Show Names and Show Values.
- Click OK.
Next time you'd like to add a name to a formula you're writing:
- With the cursor positioned where you want to insert the name, press F3.
The Paste Name dialog box appears.
- Using your up- and down-arrow keys, select the name that you want to insert
(you can use the mouse, too, but why take your hands off the keyboard?).
- Press Enter.
- Select the cell just beneath the column or just to the right of the row.
- Click the AutoSum icon (on the Standard toolbar).
What you may not know is that you can get the same job done without so much
as a glance at the mouse:
- Select the cell just beneath the column or just to the right of the row.
- Press Alt + = and press Enter.
You've formatted your cells in brilliant color. But your printer is black and
white. So on paper, your brilliant colors are translated into bland shades of
gray--gray that sometimes is dark enough to make your cell contents hard to
read.
Guess the only thing to do is reformat all those colored cells to light gray
or no color at all, right? WRONG.
Anticipating a legion of black-and-white printer users who couldn't resist
formatting in color, the makers of Excel have included a neat feature that
converts your colors to sensible, legible grays:
- Choose File + Page Setup.
- Click the Sheet tab.
- Under Print, select Black and White.
- Click OK.
- Print as usual.
One warning: Like many of Excel's other color printing features, this one
does NOT seem to work on an HP LaserJet 4 printer. Wish we knew a reason why.
- Select the cell containing the date.
- Right-click the cell and choose Format Cells from the shortcut menu.
- Click the Number tab.
- Under Category, select Custom and, in the Type box, type "dddd" (without the
quotation marks).
- Click OK.
You've got a huge table, and you want to turn all the row and column labels
into names. Big job, right? Wrong again, financial-statement breath. If your
cursor is ANYWHERE WITHIN THE TABLE, you can get the whole job done with
three keystrokes:
- Press Ctrl + Shift + *. This keystroke selects the entire current
table--that is, the current region enclosed by empty rows and columns. (If your
table ISN'T enclosed by blank rows and columns OR if your table contains blank
rows and columns, you have to select the table manually.)
- Press Ctrl + Shift + F3. This keystroke displays the Create Names dialog box,
with Top Row and Left Column already selected!
- Press Enter. This keystroke is the same as clicking OK.
Your names have been created.
If you've got names in your worksheet and you want to write formulas that
refer to these names, try this:
- Start typing your formula.
- When you get to where you want to insert a name, press F3.
- In the Paste Name dialog box, select the name you want to insert into your
formula.
- Click OK.
- Continue entering your formula, repeating Steps 2 through 4 if you need to
insert another name.
Not only have you spared yourself the digital (in both senses of the word)
pain of typing the names, but you've also eliminated the possibility of
misspelling the name.
If you want help entering a formula --one that includes a function, that
is--try this:
- Type the name of the function, such as "=SUM" (without the quotation
marks)
- Press Ctrl + Shift + A
Excel displays the function's arguments RIGHT THERE IN THE CELL (and in the
Formula bar); all you have to do is replace the function arguments with cell
addresses.
AutoFill the last day of each month--even though they're not the same number
of days apart.
- Type the last day of a month--as in "6/30/99"--in one cell (without the
quotation marks).
- Type the last day of the next month--"7/31/99"--into the cell below or to the
left (again, without quotation marks).
- Select both cells.
- Using the AutoFill handle, drag to the left or down.
Excel understands that you want the last days of each month (including leap
days, of course!).
Today, we give you the handy Go To method. Suppose you want to select the
range A1:Z52:
- Select the cell at the top-left corner of the range you want to select (in
this case, cell A1).
- Choose Edit + Go To (OR press Ctrl + G).
- In the Reference box, type the address of the cell at the bottom-right corner
of the range you want to select (in this case, Z52).
- Hold down the Shift key.
- Press Enter (or click OK).
The troublesome large range is selected without scrolling.
"If I have a column of text in which each cell contains eight characters, how
might I create a second column in which each cell contains only the first five
of these characters? Is this possible?"
Yes. Suppose the column containing the
eight-character cells is column A (starting in cell A1), and you want the
corresponding first-five-character entries in column B (starting in cell B1).
Try this:
- In cell B1, type "=LEFT(A1,5)" (without the quotation marks).
- Press Enter. The LEFT function, as entered, copies from cell A1 the first
five characters from the left.
- Choose Edit + Copy.
- Select the remaining cells in column B that you want to copy the formula into
and press Enter.
You may be familiar with using Excel's
Name feature. This feature lets you name a cell (or range of cells) so that you
can refer to the cell (or range) by name rather than the more complex cell
address in formulas.
But the Name feature has another use: You can use it to assign a name to a
number that's NOT EVEN ENTERED IN YOUR WORKSHEET. Suppose, for example, that a
particular worksheet requires you to regularly multiply numbers by the number
.267. You can assign a name to the number .267--and use the name in your
formulas--as follows:
- Choose Insert + Name + Define.
- Type a name for your multiplier--such as "profit" (without the quotation
marks).
- In the Refers To box, type the value--in this case, ".267" (without the
quotation marks).
- Click OK.
Now you can use this multiplier in a formula. For example, suppose you want
to multiply a value in the cell A1 by this named constant:
- Select an empty cell.
- Type "=A1*profit" (without the quotation marks).
- Press Enter.
Excel multiplies the contents of A1 by .267.
You build a sales forecast in Excel, and the totals look SO good you decide
to chart them. Only problem is that once you chart them, you wish they looked a
little better.
Our advice: Change the chart! Or, more precisely, use the chart to initiate a
goal-seek operation, as follows:
- Select the chart element--the bar or line--that you wish were a bit
larger.
- Drag the largest handle on the element to enlarge the element, making it
about as large as you want it to be (don't worry about being precise just yet).
- In the Goal Seek dialog box--which appears as soon as you adjust the chart
element--set the To Value field to the exact value you want for the adjusted
element.
- In the By Changing text box, type the address of the cell you want to change
to get the desired value. Obviously, this must be a cell referenced in the
formula that generates the value of the bar you adjusted.
- Click OK.
Excel "raises the bar" on your chart and adjusts the selected cell
accordingly.
One way to relieve worksheet crowding is to rotate your column labels so they
read up, down, or vertically. Of course, because those rotation commands are
buried deep in your Format Cells dialog box, they aren't particularly
accessible.
Add them to the Format toolbar, as follows:
- Choose Tools + Customize.
- Click the Commands tab.
- Under Categories, choose Format.
- Under Commands, find the Vertical Text button and drag it into place on your
Formatting toolbar.
- Repeat Step 4 to drag the Rotate Text Up, Rotate Text Down, and, if desired,
Angle Text Upward and Angle Text Downward buttons to the Formatting toolbar.
- Click Close.
Now, whenever you want to angle or rotate text, just select the cell(s) and
click the appropriate button
To look at Excel's Formatting toolbar, you'd think there is absolutely no way
to justify (align) text in an Excel cell. But you most certainly can, like so:
- Select the cell(s) in which you want to align text.
- Right-click the selection and choose Format Cells from the shortcut menu.
- Click the Alignment tab.
- In the Horizontal box, select Justify.
- Click OK.
Because Excel has NO shortcut key for justifying text (such as Word's Ctrl +
J shortcut key), you may want to move the Justify button to the Formatting
toolbar as follows:
- Choose Tools + Customize.
- Click the Commands tab.
- Under Categories, choose Format.
- Under Commands, find the Justify button and drag it to your Formatting
toolbar.
- Click Close.
Last time, we told you that Excel's default row height was 12.75 and that its
default column width was 8.43. What we didn't define--and what the Row Height
and Column Width dialog boxes do not make clear--is what the units of
measurement are.
Assuming that you're losing sleep over this, we'll tell you: Excel's default
row height is 12.75 points (a point is 1/72 of an inch). Excel's default column
width is 8.43 characters.
In the past, we've told you how to use Excel's Fit To printing option to fit
slightly more than a page on a page. But you can also use the option to fit a
larger range onto a specified number of pages.
For example, to print a 10 column by 250 row worksheet on two pieces of
paper, you'd do the following:
- Choose File + Page Setup.
- Under Scaling, set Fit To to 1 Pages Wide by 2 Pages Tall.
- Click Print.
- Click OK.
By now you all know about Excel's SmartFill feature, which lets you quickly
fill a range with successive numbers, dates, and so on, simply by dragging two
existing dates. But what you may not know is just how smart the feature is. For
example, if you want to fill Row 1 with the last day of each month, just do as
follows:
- In cell A1, type the last day of a month, as in "01/31/99" (without the
quotation marks).
- In cell A2, type the last day of the next month (in this example,
"02/28/99"--again, without the quotation marks).
- Select A1:A2.
- Using the fill handle in the bottom right corner of the selection, drag
across Row 1.
Excel fills each cell you drag over with the last day of each successive month.
You can even use the same technique to fill every other day, every third day,
every 10 minutes, every three months, and so on. Go ahead, enjoy this new and
exciting knowledge!
Excel tracks worksheet revisions so you can have some idea of what has been
done to each sheet. To see these tracks, do the following:
- Click the sheet to make it active.
- Choose Tools + Track Changes.
- Choose Highlight Changes.
- Click to check in the "Track changes while editing" box and then set the
types of changes you want to highlight.
You can choose to have the changes highlighted on screen or listed on a new
sheet.
You can hide some of the data on your worksheet. This isn't password security, but it does keep others from instantly seeing what
you're working on.
- To hide an entire workbook, choose Window + Hide.
- To hide a worksheet, select it (click on its tab), choose Format + Sheet,
and select Hide.
- To hide a row or column, click on it to select it, choose Format + Row or
Column, and select Hide.
"Validation" lets you restrict what goes into a cell. Although you don't need
this feature so much for your own work, it is a fine tool when you set up a
worksheet that someone else will use. You create a validation test that makes
sure only the right type of data--and only within the appropriate range--goes
into a cell. For example, to create a cell that asks for a date, which must be
within the next year, you'd do the following:
- Click the cell
- Choose Data + Validation.
- In the Data Validation dialog box, click the Allow drop-down menu
- Choose what kind of data you want for this cell
- In the additional menus that appear, set the limits for that data. For
Date validation, for example, you specify which range of dates are acceptable
- Click OK
If someone tries to enter anything other than a date or a date outside
the approved range into this particular cell, that person sees a warning that
says, "The value you entered is not valid," and gets a chance to enter something
else.
Let's hope you never have to wrestle with complicated Excel documents. You
know, the ones with lots and lots of worksheets. But if you do, it's nice to
know that you can see what's in that document at a glance. To see a list of all
that's in the document, do the following:
- Choose File + Properties
- In the Properties dialog box, click the Contents tab
|