Category: Excel Training

Excel Keyboard Shortcuts You Wish You’d Learned Sooner (and How to Learn Them)

It’s not an exaggeration to say that Excel is the most-used business software tool in the world. Some have even described it as the “Swiss Army Knife” of business analytics, but whether you use the blade or the spork, all users benefit from learning keyboard shortcuts that keeps their hands on the keyboard.

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VLOOKUP vs XLOOKUP, What’s the Difference and When to Use Them

The “new” XLOOKUP function was introduced in Excel 2021 and Office 365, and improves upon the heavily used VLOOKUP function in several ways. Let’s start by reviewing the syntax and an example of each function to understand the differences, starting with VLOOKUP.

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Intermediate Excel Skills – Which Ones Do You Need?

Definitions of what Excel tasks are considered “basic”, “advanced”, “intermediate” and in between can vary from company to company or industry to industry. An accounting firm, for example, may consider specific accounting functions, VLOOKUP and INDEX/MATCH “basic” tools for the job while an HR department might consider these unnecessary but require knowledge of Power Query and advanced conditional formatting.

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More Ways to Convert PDF Files into Excel Data

When it comes to storing, analyzing and visualizing data, Microsoft Excel is the preferred choice. But, when the source of the data you need to analyze is contained within a PDF file, your first step is going to be getting it into Excel.

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How to Convert a PDF to Excel Using Get Data

The Portable Document Format, known best by its acronym and file type “PDF”, was developed by Adobe Systems in 1993 and has remained the standard for consumer printing, publishing and electronic sharing ever since. It is no wonder, then, that every now and then the need to convert information stored in a PDF into an Excel worksheet comes up. Powerful tools are destined to collaborate.

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Create a Drop-Down List in Excel

Your event planning company is preparing for a large company meeting. Managers from each department have been tasked with gathering and reporting meal orders, chosen from six meal options, into a shared event spreadsheet. This is the form you sent and the list of meal options offered:

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How to Freeze a Row in Excel

Why is this mentioned in a post about Freezing Rows? Imagine trying to read a sheet with the headers 1000 rows above the data you are looking at.

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How to Lock Cells in Excel to Protect Your Work from Changes

We’ve all done it.  Mis-clicked. Mis-typed. Hit enter when we meant to hit tab. And while it’s frustrating to make mistakes in a spreadsheet of our own data, when managing important company assets those mistakes can have expensive consequences.

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Give Your Spreadsheets a Visual Punch with Charts and Graphs

When presenting important information, a visual – such as a chart or graph – is worth a thousand lines of data. But communicating your message is not as simple as tossing in a pie chart. Visual representations of data must be carefully planned and crafted to present a clear and…
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7 Steps for Successful Worksheet Setup

Have you been asked to create an Excel worksheet from scratch and had no clue on how to approach the process? Did you build a worksheet only to discover that you should have added elements in the beginning to save time and frustration? Below is a seven step guide that…
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