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.
If you like this post, I encourage you to signup for my free email newsletter.
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
Join the celebrations, share your tips & ideas
I encourage you to share your Excel Tips & Charting Suggestions through comments section. We have a vibrant reader community here and we love to learn from each other.
If you like this post, I encourage you to signup for my free Email Newsletter
Post updated on 20-May-2018
12 Responses to “Speeding up & Optimizing Excel – Tips for Charting & Formatting [Speedy Spreadsheet Week]”
Usually when I dump data into my files to update values, the formatting sometimes go to all rows or columns. So what I typically will do is go to the last row and then the last column and use Ctrl + Shift + end and then delete the cells highlighted. this will remove all unknown formats in the worksheet. Also, after you have done this, you won't see the benefit until you save the document. Sometimes I even have to close and reopen. The direct sign that this has improved is the size of the scroll bar and range.
I have some comments on a couple of the points.
1. Camera objects
Tip: I use defined names in conjunction with camera tool objects.
Each camera object gets a name like so:
CameraItem01
Referring to: =IF(PicsOn=1,Sheet1!$C$2:$S$5,"")
By setting the PicsOn name to 1, the camera objects become "live", by setting the PicsOn name to 0, they become static. That improves performance enormously.
4: Conditional formatting
Lots of CF rules can slow down your workbook a lot. And it does not show the calc progress a "normal" recalc does on slow workbooks.
5. Format whole columns/rows
as far as I know, there is no problem with formatting entire columns/rows performance-wise, on the contrary, Excel is more efficient when you format an entire column than when you format a couple of 100 rows of a column.
6. Styles.
Here I wholeheartedly disagree. I say: Use styles. And use them religously.
I mean: if you have applied a (custom) style and you need to change a small piece of formatting to make that one cell look right, force yourself to create a new style just for that cell. It forces you to really think about your spreadsheet design and try and streamline it. It also makes it much, much easier to change your sheet's appearance later on. See http://www.jkp-ads.com/articles/styles00.asp
Very good insights Jan..
Camera objects: I often use similar technique to turn off images in my dashboards.
Formats: Thanks for clearing this. Do you think formatting larger ranges has any impact on macro speeds or it does not matter?
Styles: Thanks for telling us about this. As I mentioned, I am not sure about the styles, but I am under the impressions that excessive use of styles can bloat the file size.
@Chandoo:
If you stick to formatting entire rows/columns I don't expect macro speed is affected. Better: try it!
If you use styles properly AND as a replacement of ad-hoc cell formatting, I expect you'll see that the file actually is smaller in size.
This is because the cells now only have a reference to a single style instead of a reference to a custom cell formatting style.
Many cell formatting combinations get created if you format your cells in an ad-hoc manner, which was responsible for the dreaded "Too many different cell formats" error in Excel 2003 and older. Excel 2007 and 2010 have a higher limit there, but it does slow down your file with many of them.
Style bloat in my point of view is what you get by copying and pasting a lot from various other files and thus get Normal 1, Normal 1 1, Normal 1 1 1, ... I have seen workbooks with as many as 6000 styles, all caused by copying and pasting from various differently formatted workbooks.
Excel 2007 and 2010 have fixed a number of issues regarding copying of styles, but for workbooks with a long editing history, the trouble is already in the workbooks.
Cant emphasise the importance of reducing the amount of formatting in a workbook - this has a suprising impact on workbook size. I've always kept to one font, and no more than three colours - this has worked well for me. Keeping things clean and simple should be the motto when designing any type of report/dashboard that is going to be distributed around the organisation.
You can also save a few MB's by saving as an xlsb file.
Has anyone else mentioned that only the first item in the "more ..." section is hyperlinked.
Prem, have you confirmed by trial that XLSB file size is smaller than same XLSX file? Sorry, I just tried it with a small, simple XLSM file. I was surprised to see you are correct. File went from 40kb to 37kb. I thought that the compression of the new file would make the new file smaller.
@Ron
All Excel files have a minimum overhead that they have to include which is around 8KB, just to store a simple number or letter.
So with a small file of 40KB you will not see a huge improvement in file size
With files greater than 10MB you will see large improvements in size.
The compression gained also depends on what the contents of the file include. That is straight numbers, text and formulas can be greatly compressed whereas files that contain a lot of objects especially pictures gain very little from using *.xlsb files.
@Ron.. the other articles are yet to be published. All the links will be updated by Tuesday (27th March).
Hi,
I have a need for x,y scatter chart to have arround 30 data series.
like this:
http://i65.tinypic.com/jra8lc.jpg
Also I have multiple of such charts in one excel file.
Is there any way to make excel faster, because it is irritatingly slow?
(though my PC config. is quite on the level)
Thanks in advance!!!
@Mil
30 series won't be the issue
It is the number of points in the series
Also remove all fancy modifications, like shadows, fancy fills etc
I'd suggest asking the question in the Chandoo.org Forums http://forum.chandoo.org/
Attach a sample file with an example of what you are after
@Hui
I've already removed all fancy mod. The problem is there are also a lot of data points in one series.
Thanks for the advice!
@Mil
Do you really need every data point ?
Where is the chart being presented Screen or Report
On a screen you are unlikely to use more than 800 pixels for the chart area
So using any more than about 250 points is not adding values
On an A4 chart in landscape lets say the chart area is 6" long and at 300dpi that is 2000 pixels
Once again using more than 800-1000 points will not add any value
I have seen charts with 30,000+ points and when this is explained and a work around shown people appreciate the speed up
For a work around try setting up an area where you select say every x'th point using an Offset or Index Function
Then plot that data
I'd suggest asking the question in the Chandoo.org Forums http://forum.chandoo.org/
Attach a sample file with an example of what you are after