Do you know these Excel 2007 Productivity Secrets (Hint: Coffee is not one of them)

Posted on May 26th, 2009 in Excel Howtos , Learn Excel - 18 comments

Microsoft Excel 2007 - Productivity Secrets, Tips and TricksOk, Coffee can be one of them, but may be after the 3rd mug of the day, you will ask the question, “so, what are the productivity secrets of Excel 2007?”.

That, my friend, is the reason why you should put aside the mug and read this post carefully. The post is pure filtered decoction of tips you must sip.

if you like this post (or for that matter if you like coffee) please add it to your delicious bookmarks or stumble it or tweet it.

Thanks, You are beautiful.

Turn on the Clipboard pane, Copy paste like there is no tomorrow

clipboard pane office 2007
We all swear by ctrl+c, ctrl+v. A large part of my MBA case studies were submitted intime thanks only to the awesome clipboard. But do you know that you can turn on the clipboard feature in Excel 2007 in a full panel view and use it to speed up the copy paste activity.

Hold Down ALT to see what keyboard shortcuts are available, press key and you will see more

keyboard shortcuts excel 2007
All you have to do is hold the ALT key down. And I can bet that you will learn a fun and simple keyboard shortcut for something that you use everyday. What more, in Excel 2007 you can use most of the Excel 2003 (and earlier) keyboard shortcuts.

Lock a feature to Boost up your performance, for eg. lock format painter and paste formats everywhere

lock format painter excel
When you need to perform certain action several times, like for eg. if you want to paste the same formatting over 40 different cells, you can lock the format painter by double clicking on it. See the screencast to understand how it works.

(When you can inserting shapes etc, you can use “lock drawing mode” option from right click menu)

Make your charts and tables go everywhere, copy them as pictures

copy as picture excel2007
When you copy a chart / table of cells as picture, they take less space and look lot better when pasted.

Add Invisible / Hidden features to your Quick Access Toolbar

customize quick access toolbar excel2007
You can add hidden features of excel 2007 like camera tool etc. to the quick access toolbar (the tools that you usually see next to office button). Just click on the office button > Excel options > Customize and select “commands not in the ribbon”. These are the features that are not usually shown on ribbon (some of them are shown when you lets say select a chart or table or something like that).

Move the Quick Access Toolbar down to save mouse travel time

show quick access toolbar below ribbon excel2007
I think that title says it all. See the image.

Always save the files in Excel 2003-97 compatible mode

save excel 2007 files in excel 2003 version
Very useful if your colleagues / clients are still using old versions. Just go to Office button > Excel Options > Save and change the file type to Excel 2003-97.

Click on the corner of a group of Ribbon Icons to launch its UI

expand dialogs excel 2007 tip
This is not applicable for all groups. But for some groups of icons you see a little squarish icon on the bottom right corner. Just hit it to launch a friendly office 2003ish looking dialog to make changes to the settings etc.

Add chart related options to Quick Access Toolbar to save time

add error bars excel2007
If you make a lot of charts, then it pays to add the chart related options like “adding error bars”, “adding axis” etc. to the quick access toolbar. Then you can press ALT+number to activate this feature and work with it without even moving your mouse.

Create a named range quickly by typing the name in the corner of formula bar

named ranges
You can quickly create a named range by selecting a bunch of cells and typing the name in the formula bar’s left hand corner where usually cell address’ is displayed.

See the screencast.

BONUS: Enable Developer Ribbon Toolbar in Excel 2007

show developer toolbar excel 2007
If you in to mochas and trying to explore macros, then this one is for you. Enable the Developer toolbar from Excel options > Popular and you can play with all those form controls and macros.

More Tips and Tricks on using Microsoft Excel

Did you enjoy the post? Do you want more ? Well, it is not coffee, so you can consume as much as you want. Start with these and see where your mouse takes you.

Excel Productivity – Advanced Tips & Tricks

Excel can be Exciting – 15 hacks you don’t know

100 Excel Tips, Tricks and Resources

Sign up today and recieve an E-book with 95 Excel & Charting Tips

Subscribe to Chandoo.org Email updates and get a free excel e-book with 95 tips & tricks

Comments

The ‘creating named range’ trick works in Excel 2003 as well FWIW.

@Worm… Agree, for that matter the tips “locking a tool for repeated action” and “turing on clipboard pane” work in earlier versions although they look at feel a bit different.

Thanks for the Developer’s Ribbon mention! Can’t believe I overlooked this one – I went the tedious route of enabling particular forms through the quick access toolbar.

Harry May 27, 2009

“Always save the files in Excel 2003-97 compatible mode”

we are finding that Excel is changing some formulas to #N/A when the file is saved in Excel 97-2003 format. We think it may have to do with some ATP functions, which are native to Excel 2007 (but require the Analysis ToolPak to be enabled in Excel 2003).

@Adam.. you are welcome…

@Harry : did you say #N/A, because when I tried to open sheet with analysis toolpak formulas in a version of excel without them, it usually shows #name error and corrects the formulas when I install the add-ins.

Fabien June 5, 2009

Thanks for the tips Chandoo!

By the way, I always wondered.. which tool do you use to make your different screencast or animated gif?
Is it Jing or kind of?
http://www.jingproject.com/

dcardno July 3, 2009

The best productivity tip for XL2007 is to re-install XL2K or XL03…
(I wish I was only kidding)

Jeff weir July 4, 2009

@dcardno: I swear by Excel 2007. Okay, I swear AT it too…but less than I used to swear at its predecessors. Have been using it for 18 months. Pivottables in 2007 are certainly worth the price of admission alone. Hopefully the next version will address usability issues (like the fact that the old dialog boxes that still lurk beneath the new interface often have rediculously small input boxes). But now, when I’m faced with earlier versions, I struggle.

Although untill recently I used to crash it quite a bit. Not so bad now, don’t know why.

What kinds of issues are you facing?

Brendan Bartley July 13, 2009

I developed a custom toolbar in 2003 excel version. But since I upgraded to excel 2007 I cannot turn on the custom toolbar. The macros that were enabled on the toolbar are available in excel.

Hello..Chandoo. . . I am New Hear & I have a problem with excel-07, I have serial No from 123 to 500 in row but qty=425, so i want to knw how many & which No- not in my series??

Manoj S Negi May 24, 2010

very nice tricks…really helping lot..thank you so much Chandoo….

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