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Tips for maximizing Microsoft Excel 2010

Say hello to the ribbon

• Revolutionary way to work.• Simple click to access.• Tabs on the ribbon replace menu structuring.

File format changes aboundThe file format used by Microsoft Excel 2010 is an

XML-based format. The new format provides less rigid standards for its

files, making documents more accessible and easier to handle.

Creating formulasExcel formulas are powerful and versatile.Excel uses a specific order of operation.Use parentheses to override the order of

operation (i.e., =2+3*2 results in 8 while =(2+3)*2 results in 10).

Using functionsUse functions to calculate financial and

statistical expressions.Access functions by clicking the Formula tab

and selecting Insert Function in the Function Library group.

Cell operationsRefer to contents of cells instead of numbers.Make for easy manipulation and provide capability

for what if scenarios.Cells are named by a unique letter and number

combination.Formulas use this combination to evaluate the

contents of a cell.Key Performance Indicator reporting is available to

show graphical representation without a chart or graph.

Absolute v. relativeA relative reference changes when a formula

is copied, but not when a formula is moved.Use a dollar sign ($) to mark a cell reference

as absolute. Highlight any cell reference in the formula bar

and press F4 to cycle through the relative/absolute combos.

Formatting a cell and its dataExcel offers numerous formatting options.Excel formatting includes boldface, italics,

underline, shading, lines, currency signs, percentages, and more.

Cell and data formatting options are on the Home tab in the Font, Alignment, and Number groups.

Formatting a page Change page margins to fit more content

on a page. Add a header or footer with the date and

time or any other static information. See additional items in context.

Cell operations - KPIConditional formatting of cells allows for better representation of data.

Using filtersFilters enable displaying specific data subsets

from a long table.Use multiple or custom filters to quickly drill down

to the exact data you require.Use filters to

compare data.

AutoFilter optionsAutoFilter includes several options:

Sort Ascending / Sort DescendingColor (where available)Custom

Sorting dataUse Excel’s Sort feature and combine multiple Sort

levels to sort data exactly as you require.Advanced options further customize data sorting.Sorting features

are on the Data tab in the Sort & Filter group.

About subtotals and data levels

Subtotals provide at-a-glance subset totals.Create subtotals by sorting tables according to

your needs.Display subtotals by clicking the Data tab and

then clicking Subtotals in the Outline group.

Using subtotals and data levelsRelated data

levels let you quickly view just a grand total, subtotals, or all the data.

PivotTables Enable quick reviews of what if scenarios. Manipulate data without accidentally

deleting it or changing it. Display data in a meaningful way.

Creating PivotTablesCreate PivotTables

using the PivotTable and PivotChart Report Wizard.

Creating charts Excel supports

numerous chart types. Use different chart

types to portray different kinds of information.

Create charts from pivot tables.

Create charts using the Chart Wizard.

Using macrosSimplify routine tasks.Automate common

functions.Easily record macros and

play them back to repeat the action as needed.

Exporting Excel data/chartsExcel data is easily exported to other Microsoft

Office applications.You can copy and paste information from

one Office application to another.

Exporting Excel data/chartsLink data between

Office applications.Linking data

enables changes made within one application to be reflected in another.

Retrieving database dataCombine Access’ database power with Excel’s

flexibility.Databases and spreadsheets have many

important differences.Import Access data a table at a time into Excel.

Printing Excel dataExcel supports numerous print configuration options:

Page marginsColumn and row headingsDate and time information

Configure printing options from the Page Setup group in the Page Layout tab of the ribbon.

Share Excel data on the WebShare a spreadsheet or worksheet on the Web.Change the file name (if needed) and specify

other options.

Collaboration featuresMicrosoft SharePoint Services empower enhanced

collaboration through support for:Document WorkspacesMeeting Workspaces

Final stepsAre there any questions?Thank you for attending.Don’t forget your handout.