AXEcel in Microsoft Excel Lunch & Learn, Exams of MS Microsoft Excel skills

#8 Shortcuts. • Ctrl+Z: Undo the last action you took. Same as the backward arrow in the upper left-hand corner. • Ctrl+F: Find text. F2: edit the cell.

Typology: Exams

2022/2023

Uploaded on 02/28/2023

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AXEcel in Microsoft Excel
Lunch & Learn
Alicia Bartosch, Financial Services
Assistant Controller - Compliance
Jennifer Hurlbert, OneIT
Interim Executive Dir. of Digital Strategy for Academic Affairs Support Services
Hosted by:
UNC Charlotte Alumni Association and
Alumni Campus Employees (ACE) Network
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AXEcel in Microsoft Excel

Lunch & Learn

Alicia Bartosch, Financial Services Assistant Controller - Compliance

Jennifer Hurlbert, OneIT Interim Executive Dir. of Digital Strategy for Academic Affairs Support Services

Hosted by: UNC Charlotte Alumni Association andAlumni Campus Employees (ACE) Network

Excel:

Software that can be used to store and organize many data sets.

One thing almost every Excel user has in common: not knowing enough. If you encounter a situation where you need to manually update your data, you're probably missing out on a formula that can do it for you.

Before we Begin: Let’s Gauge the

Audience

● Polling Questions (select all that apply)

○ What formulas are you already familiar with?
○ What shortcuts are you already familiar with?
○ Do you use any of these format techniques?

#1 Formulas: Menu and Wizard Box

You do not have to remember (or even know) every formula in Excel

Look under the formula menu Use the Wizard box to prompt each entry, versus writing it out

#3 Formulas: IF/COUNTIF/SUMIF

IF: searches a list and returns values that match

COUNTIF: counts how many meet a certain condition

=IF(A2>0, B2-C2,0)

Logical test

What toreturn if true

What toreturn if false

SUMIF: sums the values that meet a certain condition

Use to Summarize Data

#3 BONUS: Pivot Tables!!

How can we quickly aggregate this data in various ways?

#3 BONUS: Pivot Tables!!

Use to Summarize Data w/o Formulas What to Remember: Use Filters!

#4 Formulas: LEFT, MID, RIGHT

Use to Extract Text

#6 Formulas: CONCATENATE

Use to Combine Data

#7 Formulas: ROUND and TRUNC

Use to Present Data. What to Remember:

  • ROUND rounds the decimals (up or down)
  • TRUNC strips them

#8 Shortcuts continued & Autofill

  • Ctrl + A : Select all cells in a spreadsheet, even empty cells, for sweeping changes. - Copy a formula/continue a series across rows or down columns; click and drag plus sign (+) down all the cells you need to fill. Use $ to prevent shift (F4)

#9 Conditional Formatting

  • Allows you to highlight cells of a certain color, depending on the specified cell value.

Other Excel “Must Knows”...

  • Copy a worksheet from one workbook to another
  • Work with cells across sheets using Formulas
  • Add multiple rows or columns at once
  • Filter/Sort data
  • Hide data (rows, columns, sheets) - Wrap Text
  • Freeze Panes
  • Remove duplicate
  • Paste Special (values, transpose, multiply by, etc.)
  • Data Validation (lists, ranges) to add drop-down menus

Now it’s Your Turn!

**- Breakout Discussion (5-10 Minutes)

  • Groups of 5
  • Answer:**
    • Q1: One thing NEW you learned today?
    • Q2: One thing you know that was not heard today?
  • Takeaways & “Show & Tell”
  • Select a spokesperson to Share with the entire group, or Post in the Chat