8 Excel Hacks Every User Should Know​

This guide covers 8 Excel hacks every user should know. These will help you be more productive, streamline your workflow and make complex data analysis easier. Whether you’re an Excel pro or just starting out, once you master these shortcuts you’ll be able to work with your data like a pro.

Dynamic Date Example

by Mihir Kamdar / Last Updated:

C840 34 Excel Hacks 3

What You'll Learn

In this comprehensive Excel hacks guide, you’ll gain the knowledge and skills needed to 10x your Excel productivity. By the end of this tutorial, you’ll be able to

  • AutoSum across multiple data ranges
  • Flash Fill for repetitive data entry
  • Recommended Pivot Table layouts
  • Intelligent chart suggestions
  • Analyze Data for instant insights
  • Conditional Formatting for data trends and patterns
  • Freeze Panes for large spreadsheets
  • Quick sheet navigation for multi-sheet workbooks

Download File

Download our step-by-step tutorial file now by clicking on the icon  download icon 1  below and follow along to enhance your Excel skills practically and efficiently!

Introduction

In this guide, we’ll explore 8 essential Excel hacks that will boost your productivity, simplify your workflow, and make data analysis easier. Whether you’re a beginner or an experienced user, mastering these shortcuts will help you work smarter and more efficiently with your data.

1. AutoSum: Instant Calculations

AutoSum is a feature that automatically detects adjacent cells with numbers and inserts multiple cells using a SUM function to add them up. It’s activated by pressing Alt + = or clicking the AutoSum button in the Home tab.

Imagine you have a spreadsheet with monthly sales figures for multiple products across different regions. Instead of typing =SUM(A1:A12) for each column, select all the cells below your data range and press Alt + =. Excel will select the range for each column for you and insert the sum formulas, saving you time and reducing the risk of errors.

This is so useful for quick analysis of numerical data and excel formulas. Whether you’re totaling expenses, calculating average scores or finding peak values for excel game, AutoSum can do it all with just a few keystrokes.

excel_haclk_autosum
Excel: Free Masterclass​
Supercharge Your Skills For Free

2. Flash Fill

Flash Fill is a feature that uses pattern recognition to automate repetitive data entry. When Excel detects a pattern in your data entry, it can fill in the rest of the column for you. Activate it by pressing Ctrl + E or from the Data tab.

Here’s an example: Let’s say you have a column of email addresses ([email protected]) and you want to extract just the names. Start typing the names in a new column:

  1. john.doe

  2. jane.smith

After these two entries, press Ctrl + E. Excel will recognize the pattern and fill in the rest of the names for you.

Flash Fill isn’t limited to just splitting data. It can do a lot of other data manipulation tasks such as:

  • Combining data from multiple columns (e.g. first and last names)

  • Formatting data (e.g. add parentheses to phone numbers)

  • Extracting specific parts of text (e.g. get domain names from email addresses)

  • Clean up inconsistent data entries

Flash Fill is smart enough to learn from your examples. If it doesn’t get the pattern right the first time, you can manually correct a few more entries and Flash Fill will adjust its pattern recognition accordingly.

excel_hack_flash_fill
Excel: Free Masterclass​
Supercharge Your Skills For Free

Pivot Tables are one of the most powerful features in Excel for data analysis but creating the right layout for pull data can be tricky. The Recommended Pivot Table feature makes it easy by suggesting pivot table layouts based on your data. Press Alt + N V or from the Insert tab.

Here’s a real-world example: You have a large sales dataset with columns for date, product, region, salesperson and amount. Recommended Pivot Tables might suggest:

  1. Total sales by region and product

  2. Monthly sales over time

  3. Top salespeople by region

  4. Product performance across regions

These suggested layouts give you instant answers to your data without you having to configure all the columns and Pivot Table fields yourself. It’s like having a data analyst built into Excel to your data validation help you find patterns and trends quickly.

The recommended layouts are a good starting point but don’t hesitate to modify them. You can add or remove fields, change the calculation type (e.g. from sum to average) or apply filters to focus on specific data subsets. This flexibility lets you tailor the Pivot Table to your exact analytical needs.

excel_hack_recommended_pivot_table
Excel: Free Masterclass​
Supercharge Your Skills For Free

4. Recommended Charts: Data Visualization Made Easy

Data visualization is key to communication of insights but choosing the right chart type can be tricky. Excel’s Recommended Charts feature takes the guesswork out of this process by analyzing your data and suggesting chart types. Press Alt + N R or from the Insert tab.

When you select your data range and use this feature, Excel will show you a gallery of chart options that fit your data structure. These suggestions excel chart make are based on best practices in data visualization and will help you create charts fast.

For example, if you have time-series data or excel spreadsheet showing sales over months, Excel might suggest:

  1. A line chart to show overall trend

  2. A column chart to compare monthly values

  3. An area chart to show cumulative growth

For categorical data like sales by product category, it might suggest:

  1. A bar chart for simple comparison

  2. A pie chart to show composition

  3. A treemap for hierarchical data

Remember, while the recommended charts are a good starting point, you can always customize them further. After selecting a chart, use the Chart Tools tabs to modify colors, add data labels, change axis scales or add trendlines for more detailed analysis.

excel_recommeded_charts
Excel: Free Masterclass​
Supercharge Your Skills For Free

5. Analyze Data: AI Insights

Analyze Data is Excel’s AI-powered feature that gives you quick insights, trends and summaries from your data. This will help you find patterns and anomalies that you might not have noticed otherwise, saving you time in the early stages of data exploration. Press Alt + Q, then type “Analyze Data”.

When you run Analyze Data on a dataset, Excel will generate a series of cards, each with a different insight about your data. These might include:

  1. Summary statistics (e.g. totals, averages, min/max values)

  2. Trend over time

  3. Correlations between variables

  4. Anomalies or outliers in your data

  5. Breakdown of categorical data

For example, if you’re analyzing data security a sales dataset, Analyze Data might show a data presentation as:

  • A chart of sales over time, highlighting seasonal patterns

  • Breakdown of sales by region, showing top performing areas

  • Top selling products and their contribution to total revenue

  • Unusual spikes or drops in sales

  • Correlation between sales amount and time of year

These AI-driven insights are a good starting point for further analysis and help you focus on the areas to investigate. But always review them critically and use your domain knowledge to determine their relevance and accuracy.

excel_hack_analyze_data
Excel: Free Masterclass​
Supercharge Your Skills For Free

6. Conditional Formatting: Visual Analysis at a Glance

Conditional Formatting is an Excel feature that lets you automatically format cells based on their values or content. This visual approach to data analysis will help you spot patterns, trends and outliers in large datasets. Press Alt + O D or from the Home tab.

Excel has many formatting options:

  1. Color scales: Apply gradient colors to different values

  2. Data bars: Show bars within cells to represent values

  3. Icon sets: Use icons to categorize data (e.g. red/yellow/green indicators)

  4. Highlight rules: Format cells that meet specific conditions

Here’s an example of how Conditional Formatting can be used:

Imagine you’re reviewing a sales performance report. You could use Conditional Formatting to:

  • Apply a color scale to sales figures (e.g. red for low, yellow for average, green for high)

  • Use data bars to compare sales across different products or regions

  • Add icons (e.g. up/down arrows) to show performance trend

  • Highlight top performers (e.g. sales above a certain threshold) in bold or with a different background color

This will give you an instant view of overall performance and spot areas to investigate or potential issues.

Pro tip: You can apply multiple conditional formatting rules to the same range of cells. For example, you could use color scales and data bars to represent different parts of particular cells in your same data set and create a rich visualization.

excel_hack_conditional_formatting
Excel: Free Masterclass​
Supercharge Your Skills For Free

7. Freeze Panes: Navigating Large Datasets

When working with large datasets, it’s easy to lose sight of column headers or row labels as you scroll through the entire data together. Freeze Panes solves this problem by allowing you to freeze certain rows or columns in place while the rest of the spreadsheet is scrollable.

Here are some examples of how to use Freeze Panes:

  1. Freeze the top row: Keep column headers visible as you scroll down

  2. Freeze the first column: Keep row labels visible as you scroll across

  3. Freeze both top row and first column: For large datasets with both row and column headers

For example, if you’re working with a customer database with hundreds of rows and dozens of columns, you can freeze the top row of data table (with column headers like Name, Email, Purchase Date, etc.) and the first column (with customer IDs). This will allow you to scroll through the data and always know what data you’re looking at.

Freeze Panes is useful in situations like:

  • Financial models with many rows of time-series data

  • Project management sheets with many tasks and attributes

  • Large survey results with multiple question columns and respondent rows

By using Freeze Panes effectively, you can navigate large datasets with more than one row more easily and reduce errors and frustration from losing track of row or column headers.

excel_hack_freeze_pane
Excel: Free Masterclass​
Supercharge Your Skills For Free

8. Right-Click for Sheet Navigation: Navigating Multiple Sheets

In large Excel workbooks with many sheets in multiple rows, navigating between them can be a pain, especially when you have more sheets than can fit in the bottom tab bar. The right-click sheet navigation hack is the solution.

To use this, right-click on the sheet navigation arrows in the bottom left corner of the Excel sheet. This will bring up a list of all sheets in the workbook and you can jump to any sheet with one more double click here.

By using this shortcut, you’ll save time and reduce the hassle of scrolling through many sheet tabs.

Pro tip: You can also use Ctrl + Up Arrow Key and Ctrl + Down Arrow Key to cycle through sheets sequentially. Combine this with the right-click navigation for quick movement through your workbook.

excel_hack_sheet_navigation
Excel: Free Masterclass​
Supercharge Your Skills For Free

Frequently Asked Questions

How to do tricks in Excel?

To learn Excel tricks:

  • Practice keyboard shortcuts

  • Explore the ribbon thoroughly

  • Learn advanced functions like INDEX-MATCH or SUMIFS

  • Master Pivot Tables and Charts

    • Experiment with Power Query for data transformation

What is the coolest thing you can do in Excel?

This is subjective, but some impressive features include:

  • Creating dynamic dashboards with Power Query and Power Pivot

  • Using machine learning models with the FORECAST.ETS function

  • Building interactive games using VBA

  • Creating complex data visualizations with advanced charting techniques

How to get the best out of Excel?

To maximize Excel’s potential:

  • Learn keyboard shortcuts for efficiency

  • Use templates for common tasks

  • Leverage Power Query for data cleaning and transformation

  • Explore Power Pivot for data modeling

  • Use macros and VBA for repetitive tasks

    • Stay updated with new features and functions

Conclusion

Learn these 8 Excel hacks and you’ll be more productive and efficient with your excel spreadsheets now. Use these shortcuts and features daily in excel files and you’ll save time, reduce errors and have new ways to interact with and analyze your data.

Facebook
X
LinkedIn
Pinterest
Email

Office Tech Skill is a premier educational platform focused on Microsoft Office, providing professionals with the tools needed to thrive in the ever-evolving tech landscape.

© 2024 Office Tech Skill. All rights reserved