5 Excel Tricks For Small Business Managers

Excel Tricks

In my article today I want to give you 5 Excel Tricks for Small Business Managers. The reason is simple, I want you to make the most of your time and these tips will come in handy.

Tip #1 Of Excel Tricks For Managers: Keyboard Shortcuts

Forget the mouse.

So I tell you. Especially for some tasks. It is much faster if you use your left hand to use some of the keyboard shortcuts to handle excel more smoothly.

I am going to leave you a few, on this page you can see the complete list.

  • Ctrl+C: Copy the selected cells.
  • Ctrl+V: Paste the contents of the clipboard.
  • Ctrl+X: Cut the selected cells.
  • Ctrl+Z: Undo the last action.
  • Ctrl+Shift+Arrow: Select all cells in a row or column.
  • Ctrl+T: Shows the Create Table dialog box.
  • Alt+Tab: Alternate windows of the same excel or between different programs.

Really, listen to me, when you are going to use the mouse to do any of these operations, use the keyboard, you will gain valuable seconds.

Excel Trick Tip #2 For Managers: Tables

There are three concepts that you must handle in excel:

  • cell: it is the minimum unit that constitutes a spreadsheet, it corresponds to the intersection of a row and a column, each cell has a label or cell address, defined by the letter of the column and the number of the row
  • range: A group of contiguous cells and its address is composed of the address of the upper left cell followed by a colon, and the address of the lower right cell. For example, theĀ  rangeĀ  A1:C2 refers to cells A1, B1, C1, A2, B1, and C2
  • table: they are a range of cells that contain data and their top row is a row of headings that describe the content of each column.

Well, when you work with a table, it is important that excel knows that you are working with a table and that you name that table in a specific way . To do this you just have to click inside the range, use the shortcut that I taught you before Ctrl+T and give the table a name (for example, Clients)

In this way, when you make any formulation, you will no longer have to go to look for that range of cells, but you will simply go to look for the Customers table, by name.

Excel Trick Tip #3 For Managers: Pivot Tables

If you have heard of them and do not know what they are but you are curious to use them. Your instinct is good. Follow it. It is the fastest way to organize the information you have in tables and to be able to sort it by dates, fields, headers, etc.

To create it you just have to select a range of cells, go to the insert menu and click on insert pivot table. From there, a world of almost infinite possibilities will open up before you.

Excel Trick Tip #4 For Managers: SeekGoal

This tool amazed me when I met it for the first time.

Imagine that you want to solve the question: what value do I have to put in this cell so that in this other one it gives me a specific value?

This is just what Goal Seek does. And of course, it becomes more and more useful as there are more operations, more complexity between one cell and another. Therefore, it is ideal to simulate different results, or perhaps, better said, to find the value that you have to put in a cell so that it gives you a certain result.

To use it you have to go to the ribbon, data menu, hypothesis analysis, Seek Objective.

Excel Trick Tip #5 For Managers: LookupV

If you need to cross data (or reconcile them) , that is, select a variable in a table and have it return the value of that variable in another table, lookupV is the most appropriate formula.

Yes, I know that if you know searchV and you use it, you will surely tell me that searchX (in Office 365) or INDEX+MATCH are better. However, let me claim the power of this formula.

In addition, the formulation to enter in the cell is very simple : searchv(value we are looking for, range in which we are looking for the value, false).

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