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Excel Essentials - Coggle Diagram
Excel Essentials
Formatting
Font tools
Borders
Alignment tools
Position of data within cells
Horizontal/vertical
Wrap text
To make the data fit properly into the cell
Merge & center
Only for headings
Orientation tools
Rotate data to make it fit into cells
Format painter (clipboard group from home tab)
Copy formats to one cell to another
Clear format (editing group from home tab)
Number formatting
Styles and themes
Time saving formatting
Consistent formatting
Graphics
Illustrations tools from the insert tab of the ribbon
Critical core
User interface
Toolbar (ribbon)
File tab
Manage files
Other tabs
Quick access toolbar
Formula bar
View/edit data in a cell
Main section
Status bar
Selecting and navigating
Navigate
Scroll bar
Keyboard (arrows)
Page up/down
Ctrl + home
Takes you back to the beginning of the spreadsheet
Navigate between spreadsheets
Select
Cell(s) within the spreadsheet
Big white cross
Columns/rows
Whole spreadsheet
Large sets of data
Click a cell then Ctrl + A
Non continuous data
Hold Ctrl key
Data entry
Jump to the next cell
Right
Tab
Down
Enter
Delete data
Remove the content of the cell
Delete keyboard
Remove the cell
Delete from the ribbon
Edit a cell
Click on the cell + formular bar
Double click the cell
F2 shortcut
Discard the changes
Press escape
Adjust the width of columns
View options
Status bar
Views options
Normal
Page layout
Printing
Page break wiew
Overview of a large spreadsheet
Zoom
Toolbar (view tab)
Window
Split
Freeze Panes
Allows you to see headings when scrolling through the data
Switch windows
Ctrl + F6
Fill handle (small black cross at the bottom right of the cell)
What
Numbers
Copy cells option by default
Text/dates/days
Fill series option by default
How
Click and drag the cross
Double click the cross
Performing calculations
Formulas (simple calculations)
Additions
+
Functions (complex calculations)
Additions
SUM
AUTOSUM
If there are at least 2 numbers above, sum
Else, sum the numbers on the left side of the cell
Stats
AVERAGE
MIN
MAX
Cell referencing
Absolute cell references
Variable used is locked so it remains unchanged when using fill handle
click J1 + press F4
$J$1
Mix cell references
Relative cell references
Variable used adapts to the cell when using fill handle
Name of the cell : J1
Calculations accross sheets
Excel options
General
Change what we see in the program
Working with data
Managing rows/columns
Delete
Insert
One
Several
Hide/unhide
Find/replace data
Find
Find from the home tab of the ribbon
Replace every instance of a data
Replace from the editing group from home tab from ribbon
Filtering
If you already have the value you want to filter by
Right click on the cells + filter by cell's value
Complex filtering
Filter tools from the data tab of the ribbon
Click filter icon
Sorting
Filter & sort tools from the data tab of the ribbon
Click on any cell of the data you want to sort
Click sort button
Check if your data has headings
Add level if you want to sort on multiple criteria
Conditional formatting
Visually find info in the spreadsheet
Charts
Basic chart types
Charting a single series (column/row) of data to see the relative numbers
Pie chart
Select the data to chart including the heading
Choose 2D pie chart from the charts tools from the insert tab of the ribbon
Charting multiple series of data to see absolute numbers
Column chart
Modify the data points included in the chart
Click on the chart
Drag the data selected using fill handle
Charting time-series data to see a trend
Line chart
Move and resize charts
Move
By dragging the chart
Click on the chart
Drag using the hover cross
By copy-pasting
Right click + copy-paste anywhere
By using the move chart tools
Click on the chart
Move chart tool from the design tab from the chart tools tab of the ribbon
Create a new chart sheet (that only contains the chart)
Great for printing purposes
Move the chart to another sheet
Resize
Click on the chart
Drag the borders
Change chart style & type
Change the style
Click the chart
Design tab from the chart tools tab of the ribbon
Quick layout
Allows you to quickly layout the chart in different ways
Change colors
Chart styles
Quick styling of the chart
Change chart type
Click the chart
Design tab from the chart tools tab of the ribbon
Change chart type
You get a preview when you hover over the proposed charts
Modify chart elements
Click
Design
Add chart element
Rename elements
3 icons on the top right
Plus icon
To add chart elements
Paint brush icon
To change the style/color
Funnel icon
To select which data to add/remove from the chart
Double click on the chart
Format chart area
Sharing charts with other applications
Copy pasting
Pasting options
Default paste or Ctrl+V
This pasting options changes the fonts/colors to match those of the destination theme (set of colors/fonts)
Keep source formatting & link data (the chart will automatically be updated with any changes in the original worksheet)
Keep original colors/fonts
Use destination theme & embed the workbook (data will no longer be linked)
Keep source formatting & embed the workbook (data will no longer be linked)
Paste a picture
Takes a snapchot of the chart and paste it as a picture
Printing