Excel Core Knowledge

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Non-core Excel tips and tricks

Page history last edited by Anonymous 3 yrs ago

Use this space to include tips and tricks that don't fit under the headings in the Core Knowledge Outline

 

Good Spreadsheet Fundamentals

 

a. Sharing spreadsheets: Protections, locking cells, formatting tips as you prepare to send the spreadsheet out of the nest

 

b. Printing to paper: Often overlooked, but a properly formatted printout is one of the things that makes a world class spreadsheet.

 

c. Worksheet formatting

 

Macros

a. Recording macros

b. Editing macros

 

 

Cross-Application applications

a. Linking Excel and Word

  • Dynamic linking to Excel sheets/charts: if the underlying Excel sheet changes, the word file automatically updates. If people see this possibility for the first time their life changes forever: it's not only a huge time-saver but also ensures consistency throughout the report.

 

b. Excel to Powerpoint

 

c. Web queries: Pull data into Excel from a website

 

 

Statistics in Excel

a. Statistical functions

 

b. Trending and forecasting

 

 

Audit and Validation

 

a. Formula auditing

 

b. Data validation

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