10 Excel Tips from a CFO

Super Short - Super Fast - Super Effective 

1) CTRL+A                                                                

One click and it will highlight the whole table/info on the page (very handy)

2) CTRL+F                                                              

To search

3) SUMIF                                                                 

Very handy when you need a summary by categories/names

4) TRIM                                                                    

to remove any extra spaces within the name for example

5) Text to Columns function                            

in case when you need to separate the text to separate columns

6) Home>Paste>Transpose                             

This function will transpose your data to get a better display

7) & Function                                                          

Combine several columns to one

8) VLOOKUP and HLOOKUP functions!

Using VLOOKUP is similar to looking up a person's name in a telephone book to get a telephone number. VLOOKUP looks at a value in one column, and finds its corresponding value on the same row in another column.

9) Conditional Formatting

(CF) is a tool that allows you to apply formats to a cell or range of cells, and have that formatting change depending on the value of the cell or the value of a formula. For example, you can have a cell appear bold only when the value of the cell is greater than 100.

10) Insert a Table                                                    

On a worksheet, select the range of cells that you want to include in the table. The cells can be empty or can contain data. On the Insert tab, in the Tables group, click Table.  If the selected range contains data that you want to display as table headers, select the My table has headers check box.