
Open a workbook in Excel by double-clicking the file or via the Excel app and backstage view open option; browse to locate and open files, with multiple workbooks open.
Save your workbook using the quick access save icon or ctrl+s. Saving overwrites the current version; use save as to name a new file and preserve the original.
Customize the quick access toolbar to add frequently used commands like save, undo, redo, and print for one-click access across tabs; tailor it via the backstage view.
Explore the Excel interface, from the ribbon and tabs like insert, layout, formulas, to the file tab, formula bar, worksheet area, and status bar, and navigate between cells and sheets.
Add a note to a cell by right-clicking and selecting new note, then edit or delete and toggle show note; red triangle marks notes, while purple tag comments enable collaboration.
Insert pictures and shapes into Excel to personalize or emphasize content without changing cell data. Move, resize, and format images using the picture tool, add online pictures, shapes, and screenshots.
Apply themes in Excel to format data, text, and charts with consistent colors and fonts. Preview and customize theme colors and fonts from the layout ribbon, ensuring automatic color updates.
Prepare your sheet for printing by using the print preview, adjusting scaling to fit one page, setting margins, switching to landscape, and choosing the print area or entire workbook.
Uncover the power of Excel tables that automate features, enable banded rows, total rows, slicers, and dynamic pivot data ranges.
Filter data visually with slicers for tables, enabling dashboard-style drill-down by clicking values and combining slicers; add and format slicers via table tools.
Learn that Excel stores data as text or numbers, while formats are cosmetic; use the formula bar to see true contents and avoid misinterpreting values like 0.75 or currency.
Understand that percentages are decimals in Excel (1% = 0.01, 120% = 1.2). Enter as % or decimal, format with the percentage option, and adjust decimals.
Change the shape of a graphic object by editing points with the edit shape tool, add or delete points, and adjust handles for sharp or rounded corners.
Learn to perform multi-criteria and customized sorts in Excel, grouping raw data by region, month, and product, and using a custom list to order months correctly.
Create and edit a data form in Excel using dropdowns, checkboxes, radio buttons, and spinners, with two-way data links to output cells, and learn how to enable the developer ribbon.
Learn to build basic Excel formulas with addition, subtraction, multiplication, and division using cell references and the equals sign, and apply operator precedence with parentheses.
Explore how vlookup links two data sets, retrieves descriptions, categories, and prices, and keeps data dynamic through single value updates. Learn exact and approximate matching to improve accuracy.
Learn how to structure a data set for vlookup by using the first left column as the search field, selecting a source range, and returning values for a product code.
Learn to handle errors in Excel by wrapping Vlookup in the iferror function to return zero when no match, and propagate the fix across cells by dragging.
Use donut and pie graphs to show the size and share of data values; avoid time-based data. Insert from the ribbon, add percentage data labels, and limit entries to eight.
Create combo graphs in Excel to plot sales in currency with the number of orders as a line, using a secondary axis for clear interaction.
Learn to create sparklines in cells, add and delete sparklines, customize line and win-loss sparklines, and adjust axis values in Excel to highlight trends and high or low data points.
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