You do not have to be a Microsoft Excel guru to create functional and aesthetically appealing spreadsheets. Whether it is for your job, business, or personal usage, Microsoft Excel offers a comprehensive set of tools that can empower you as the user. The ability to use Excel is highly looked upon skill and an asset for any user. By following our Excel best practices for beginners, you can be well on your way towards elevating your ability to take advantage of Microsoft Excel for your personal needs.
Consider Adding “Frequent Actions” Too Quick Access Toolbar
Launching Microsoft Excel, have you ever been overwhelmed by the number of tools and features that are presented to you? Which ones are important for your needs? As a beginner, there is only a handful of the large array of tools that you most likely will need at your current comfort level with using Microsoft Excel. An easy short cut for you to quickly access the necessary tools that you want to use is adding the tools to your personal favorites or otherwise known as the Quick Access Toolbar. This saves you time from having to switch back and forth between the different menu options at the top of the page. Once you’ve added your favorite tools to the Quick Access Toolbar, you’ll be able to speed through your projects by having access to what you need right at your fingertips.
Filtering Data – Sort & Filter Function
This tool is one of the most useful features that make Microsoft Excel so powerful. The ability to sort through and filter your data can make finding an important item or cleaning up a spreadsheet for relevant info so much easier. By using the sort and filter function, you can easily rearrange and summarize data in actually helpful ways.
Adding Dynamic Headers & Footers
This feature is incredibly useful for times when you need to print out your spreadsheets and keep track of the pages. Essentially, you can add page numbers, timestamps, and file paths to the header or footer of your Excel sheets. Also, Excel allows you to implement a formula that makes this process automatic so you don’t have to update any values each time you print a spreadsheet.
Create & Setting Up Print Areas On Sheets
Another time-saving trick when it comes to printing out your spreadsheets is to set up print areas for your tabs to update what prints within the margins. In some cases, you may prefer to keep all your work on one spreadsheet for review purposes but on a print out a certain portion of the spreadsheet, then setting up a print area makes complete sense to do and can help you save time.
Additional Support
AM 18 Consultancy will handle all your Microsoft Excel needs from A-Z. Free up your time by leveraging our highly experienced consulting firm and allow us to handle developing powerful reports, creating functional tools, and making your data work for you.
What are you waiting for? Find out more about how Microsoft Excel can be tailored for your project management needs.
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