100 Excel Tips & Resources

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Would you like to learn most popular Excel tips and shortcuts?

100 Excel & Charting Tips, Tricks and Resources for you.

These 100 tips & resources are organized in to the areas,

  • Keyboard Shortcuts
  • Formulas
  • Using Excel to do more
  • Charting
  • Excel Books for everyone
  • Excel Blogs & Resources

All these tips are bite sized and easy to read, digest and implement. The focus is on improving your productivity and making your day better. Wherever possible, I have included links to relevant articles on this site so that you can read and learn more.

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Ok, on to the tips now…

25 Very Useful Keyboard Shortcuts

1. To format any selected object, press ctrl+1
2. To insert current date, press ctrl+;
3. To insert current time, press ctrl+shift+;
4. To repeat last action, press F4
5. To edit a cell comment, press shift + F2
6. To autosum selected cells, press alt + =
7. To see the suggest drop-down in a cell, press alt + down arrow
8. To enter multiple lines in a cell, press alt+enter
9. To insert a new sheet, press shift + F11
10. To edit active cell, press F2 (places cursor in the end)
11. To hide current row, press ctrl+9
12. To hide current column, press ctrl+0
13. To unhide rows in selected range, press ctrl+shift+9
14. To unhide columns in selected range, press ctrl+shift+0
15. To recalculate formulas, press F9
16. To select data in current region, press ctrl+shift+8
17. To see formulas in the worksheet, press ctrl+`
18. While editing formulas to change the reference type from absolute to relative vice versa, press F4
19. To format a number as currency, press ctrl+shift+4 (ctrl+$)
20. To apply outline border around selected cells, press ctrl+shift+7
21. To open the macros dialog box, press alt+F8
22. To copy value from above cell, press ctrl+’
23. To format current cell with comma formats, press ctrl+shift+1
24. To go to the next worksheet, press ctrl+shift+pg down
25. To go to the previous worksheet, press ctrl+shift+pg up

20 Situations and How to Solve them using Excel Formulas

26. To get the first name of a person, use =left(name,find(” “,name)-1)
27. To calculate mortgage payments, use =PMT(interest-rate,number-of-payments,how-much-loan)
28. To get nth largest number in a range, use =large(range,n)… Get Full Tip
29. To get nth smallest number in a range, use = small(range,n)… Get Full Tip
30. To generate a random phone number, use =randbetween(1000000000,9999999999), needs analysis toolpak if you are using excel 2003 or earlier… Get Full Tip
31. To count number of words in a cell, use =len(trim(text))-len(SUBSTITUTE(trim(text),” “,””))… Get Full Tip
32. To count positive values in a range, use =countif(range,”>0″)… Get Full Tip
33. To calculate weighted average, use SUMPRODUCT() function
34. To remove unnecessary spaces, use =trim(text)
35. To format a number as SSN using formulas, use =text(ssn-text,”000-00-0000″)… Get Full Tip
36. To find age of a person based on DOB, use =TEXT((NOW()-birth_date)&””,”yy “”years”” m “”months”” dd “”days”””), output will be like 27 years 7 months 29 days
37. To get name from initials from a name, use IF(), FIND(), LEN() and SUBSTITUTE() formulas… Get Full Tip
38. To get proper fraction from a number (for eg 1/3 from 6/18), use =text(fraction, “?/?”)
39. To get partial matches in vlookup, use * operator like this: =vlookup(“abc*”,lookup_range,return_column)
40. To simulate averageif() in earlier versions of excel, use =sumif(range, criteria)/countif(range, criteria)
41. To debug your formulas, select the portions of formula and press F9 to see the result of that portion… Get Full Tip
42. To get the file extension from a file name, use =right(filename,3) (doesn’t work for files that have weird extensions like .docx, .htaccess etc.)
43. To quickly insert an in cell micro-chart, use REPT() function… Get Full Tip
44. COUNT() only counts number of cells with numbers in them, if you want to count number of cells with anything in them, use COUNTA()
45. Using named ranges in formulas saves you a lot of time. To define one, just select some cells, and go to menu > insert > named ranges > define

15 Excel Tips on Improving Productivity Using Excel

46. To format a number as SSN, use the custom format code “000-00-0000″… Get Full Tip
47. To format a phone number, use the custom format code “000-000-0000″… Get Full Tip
48. To show values after decimal point only when number is less than one, use [<1]_($#,##0.00_);_($#,##0_) as formatting code… Get Full Tip
49. To remove grid lines from excel worksheet, go to menu > tools > options > and un-check grid lines option. (Excel 2007: office button > excel option > advanced)… Get Full Tip
50. To hide a worksheet, go to menu > format > sheet > hide… Get Full Tip
51. To align multiple objects, like charts, drawings, pictures use drawing toolbar > align and select alignment option… Get Full Tip
52. To freeze rows on top, select the a row and use menu > window > freeze panes… Get Full Tip
53. To disable annoying formula errors, go to menu > tools > options > error checking tab and disable errors you don’t want to see… Get Full Tip
54. To change the shape of cell comments from rectangle to some other symbol, select the comment, go to drawing tool bar and change the shape from there… Get Full Tip
55. To transpose a range of cells, copy the cells, go to empty area, and press alt+e+s+e… Get Full Tip
56. To save data filter settings so that you can reuse them again, use custom views… Get Full Tip
57. To select all formulas, press CTRL+G, select “special” and check “formulas”
58. To select all constants, press CTRL+G, select “special” and check “constants”
59. To clear formats from a range, select menu > edit > clear > “formats”
60. To move a chart and align it with cells, hold down ALT key while moving the chart

9 Charting Tips for Everyone

61. To create an instant micro-chart from your data, use sparklines… Get Full Tip
62. Understand data to ink ratio to reduce chart junk, using even a pixel more of ink than what is needed can reduce your chart’s effectiveness
63. Combine two different types of charts when one is not enough, to use, add another series of data to your sheet and then right click on it and change the chart type… Get Full Tip
64. To reverse the order of items in a bar / column chart, just click on y-axis, press ctrl+1, and check “categories in reverse order” and “x-axis crosses at maximum category” options
65. To change the marker symbol or bubble in a chart to your own favorite shape, just draw any shape in worksheet using drawing toolbar, then copy it by pressing ctrl+c, now go to the chart and select markers (or bubbles) and press ctrl+v
66. To create partially overlapped column / bar charts, just use overlap and gap settings in the format data series area. A overlap of 100 will completely overlap one series on another, while 0 separates them completely.… Get Full Tip
67. To increase the contrast of your chart, just remove grayish background color that excel adds to the chart (in versions excel 2003 and prior)
68. To save yourself some trouble, always try to avoid charts like – 3D area charts (unstacked), radar charts, 3D Lines, 3D Columns with multiple series of data, Donut charts with more than 2 series of data… Get Full Tip
69. To improve comparison, replace your radar charts with tables… Get Full Tip

6 simple steps for better chart formats

70. Remove any vertical grid-lines
71. Change horizontal grid-line color from black to a very light shade of gray
72. Adjust chart series colors to get better contrast
73. Adjust font scaling (for versions excel 2003 and prior)
74. Add data labels and remove any axis (axis labels) if needed
75. Remove chart background colors

5 Excel books for everyone

76. Excel 2016 Bible by John Walkenbach
77. Excel 2016 Power Programming by John Walkenbach
78. Excel 2016 All in one for dummies by Greg Harvey
79. Microsoft Excel Data Analysis and Business Modelling by Wayne Winston
80. M is for Data Monkey by Ken Puls

PS: Links to Amazon, affiliate code used

20 Excellent Resources and Blogs for getting latest Excel Tips & Charting Ideas

81. PTS Blog
82. Andrew’s Excel Tips
83. Microsoft Power BI Blog
84. Contextures
85. Junk Charts
86. Daily Dose of Excel
87. Digital Inspiration
88. Life Hacker
89. Jorge’s Charts Blog
90. Data Chant
91. Excelarator BI
92. Guy in a Cube
93. More information per pixel
94. Newton Excel Bach
95. Presentation Zen
96. Visual Business Intelligence by Stephen Few
97. Spreadsheet Journalism
98. Allen Wyatt’s Excel Tips
99. Excel Guru
100. Chandoo.org on YouTube

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Post updated on 20-May-2018

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37 Responses to “Pie of a Pie of a Pie chart [Good or Bad?]”

  1. Psuken says:

    If I could have the same quality of graphics and illustration in Office Apps, I would certainly use it.

  2. Psuken says:

    If I could have the same quality of graphics in Office Apps (Excel, PPT) I would certainly use it.

  3. Chandoo,

    First, let me say I love your blog. I like this post, and I think that technically (in terms of readability of data) your argument is correct. The bar of bars, and the table, are much better for readability and accuracy, and as you say would be much easier to produce.

    But these points ignore the context of the chart. If the chart was part of a scientific paper, your solution would be a valid one. The context in this case is an illustrated atlas of wildlife. A companion graphic to go with written text. The importance of aesthetic goes up over readability and accuracy. Much of the data and points (I assume) will be covered in the text.

    There's always a pure technical tufte-esque argument. But I sometimes think it ignores the value of aesthetics. (Which I admit are quite subjective)

    Great post though. Thanks. 

  4. Tim says:

    The Treemap makes the scope of the data much clearer!  The 3D pie chart depiction is deceptive.

  5. Ryan says:

    This reminds me of the videos ive seen on the internet where it compares the relative sizes of the earth with the larger planets, then the sun, then other stars in the galaxy. Eventually there is an image showing the largest star in the sky with a little pixel representing the sun. 

    My point is if you varied the size of the charts it would help convey the message. The first chart (salt vs fresh) would be the biggest and the rest would be arranged in descending order. I feel this would be more accurate. 

  6. Navigator1972 says:

    It may be helpful to consider the advice of Steven Few  and Edward Tufte regarding pie charts in general. To summarize, they are seldom the most useful way to present data. Here's Few's thoughtful piece on the subject.
    http://www.perceptualedge.com/articles/08-21-07.pdf

  7. Al Hoefer says:

    Try putting the percentages on the bar charts instead of actual amounts. Lakewater would be .013 % instead of 52.

  8. jignesh says:

    That is very good pie chart example.
    Please send example file if it is possible.

  9. Anuj says:

    It will work , even though colors may be confusing , it can be labeled well . Also it can be called as the drilled chart , as it drills in information further , like the first chart may show business in a region , second may drill into a particular region , thrid may further drill into wat products are there in that region . It works well for me , i would more vote for the 2 nd option .

    Overall all this site is awesome ,

    p.s : just like me

  10. Matt says:

    The risk with pie of a pie of a pie chart is that Jon may have a seizure by looking at it. Also, it isn't easy to read. 😉 
     
     
     

  11. dan l says:

    I dunno.  The only thing worse than a pie chart is a cascading series of pie charts. I don't even think they really lend themselves to this sort of thing.  It just becomes a big hide-the-ball game with your viewer. 
    Those goofy connectors between the pies are pure chart junk.  I can't really tell if the second chart has 2 series or 3 - because the connector is a different color than the 2 labeled slices.  Despite that, even whereas the drill down kind of works, still the individual components suffer from the same old weaknesses that 3d pie charts have. 
    Use a large bar chart as your "cover story", and fill in the sub points with smaller bar charts - or even go grab the Fabrice SFE project for extra butter.  Use page orientation, color, and some text styles to guide your audience through the drill downs.  
     
    FWIW, if you check out the guy's site, you can find several other truly mortifying charts:
    http://www.andrewdavies.com.au/index.html
    The methane emissions one is particularly heinous.  Although, I'm kind of debating what I think about the 'Glacier Changes" chart.  I'd kind of like to see the data on that to see how it would look in a more traditional horizon chart. 
     
     

  12. Pushkar says:

    Its a very nice way to represent the data, especially when we have sets and sub-sets within the data.
     

  13. Hui... says:

    I like these!

    Except for the fact that they aren't dynamic and hence must be setup manually each time

    It would also be nice if they could be interrogated as in select a different segment and the new data falls out automagically, but then none of the standard Excel charts do that either.

     

  14. annemarie says:

    I'd like it better if the bars were stacked.  How about this idea (I hope I can convey it in words):

    First bar is vertical and stacked.
    Second bar is horizontal, stacked horizontally and the same proportion had it been on the first bar.
    Third bar is vertical, stacked vertically and the same proportion had it been on the second bar.

    Then it would really look like you are zooming on the chart, like the Powers of Ten video, or maybe like the golden ration spiral.

  15. Kuldeep says:

    These looks shunting but setting up for each step makes kicks them out. However if these can be arranged automatically by native excel or by VBA, these will be the part of my "Archery"

  16. Arindam Dhar says:

    I agree with Chandoo's Suggestion about the Bar Graph which represents data in a very appropriate manner. Even I prefer doing the same. I seldom use Pie Chart unless required.

  17. Joerg says:

    That's a real nice example of a missleading infographic. But to be honest, I think chandoos suggestion is not much better!
    Why are pie charts bad? I think because they don't show the real size-relations. The biggest pie in that example ist 300k big. The 2nd one has only the size of 10k, about 3% of the first one. Niether the pies nor the bars show the real sizes. I jnow, it's hard to show the sizes because the values of the second and the third pie are so small. But that's what visualization are about - showing relations to allow the reader to see the real sizes!
    So how to show the real figures?
    First possibility is o use a 1:1 scaling. Well then, you need a very big screen to show also after a 90° rotation, wihich I would prefer because it's a structural comparison and not a timeline. Maybe that solution is not the perfect way.
    The other chance you have is to zoom in but to really show that you zoom in! http://www.pro-chart.de/images/Water_Fall.png maybe gives you a first impression what i mean. (i was a quick try, done in 10 minutes)
    The next way is, maybe to fold the bars like in the financial report 2011 of the Post of Switzerland page 22. That chart is based on an excel chart. Maybe can explain you how to do it 😉

    Financial Statement: http://www.post.ch/en/post-startseite/post-berichterstattung/post-berichterstattung-service/post-berichterstattung-downloads/post-gb-2011-finanzbericht.pdf
    page 22: http://www.pro-chart.de/images/FS_Schweizer_Post.png
     
    A way that is not so very common is to divide the bars in a lot of single datapoints. So maybe the 390k bar then consists of about 5,000 single datapoint. That's not possible - it is! Have a look:
    http://www.pro-chart.de/images/Dotted_WF.png
    It's pure excel!
    Now one single point ist 0,2% of the whole (in the example above). Add more datapoints and you can visulize the very big and the very small numbers!
    Wish you a lot of fun - visualizing with excel can be very powerful!
    Joerg
    ...if you would like to know how these charts work, just send an email to J.Decker@pro-chart.de
     

  18. dan l says:

    Hey Joerg,  
     
    I don't dig so much the dotted waterfall thing.  But this is kind of awesome:
     
     
    http://www.pro-chart.de/images/FS_Schweizer_Post.png
     
     
     

  19. Angie says:

    Can you help me on the bar of bar graph?  Would it be possible to create that from pivot table?  Can you show me how to create the bar of bar graph?

  20. Yook says:

    do nothing but say "Awesome!"

  21. Suneet says:

    You are a Rock star.....This seemed an answer as if someone was reading my mind and just had the solution to my questions on what I exactly was looking for .....What a Fab !!

  22. Anthu says:

    can u explian me step by step

  23. mandeep says:

    Can anyone please explain how to make this chart please.
     

  24. Mandeep says:

    Can someone please explain how to make PIE OF PIE Chart.

  25. vamshi says:

    Hi... i love these charts.... can any one show me how to draw these charts in excel 2010

  26. Kuldeep says:

    Where is the attachment....it used to be there...i have seen this before but now i am not able to find...

  27. Jamie says:

    Normally I don't learn post on blogs, however I would like to
    say that this write-up very compelled me to try and do so!
    Your writing style has been amazed me. Thank you,
    quite great article.

  28. Gustav says:

    This is very impressive, I would like to learn how to build this for myself. I have tried for some time now, is there a step by step process on how to create these waterfall pie of pie charts?

  29. electrojit says:

    I am novice to excel and use it very seldom. But your blog contains to the point information one needs to get going.

    I was searching for a trick to do a Pie chart drill down - for example the first pie chart shows how the prices are distributed between perishable and non-perishable items.

    Now if we want to know how the perishable items are distributed - one can click the segment and it will draw another pie chart with distribution of all different perishable items (milk,meat,fruit,veg etc)

    So do you have any such trick?

    Regards,
    electrojit

  30. Ted Wilson says:

    I like the look of your pie of pie of pie chart, although I understand that the relative size of each pie does not represent the actual percentages.

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