Are you an analyst? Use these 25 shortcuts & tricks to boost your productivity
Analyst’s life is busy. We have to gather data, clean it up, analyze it, dig the stories buried in it, present them, convince our bosses about the truth, gather more evidence, run tests, simulations or scenarios, share more insights, grab a cup of coffee and start all over again with a different problem.
So today let me share with you 25 shortcuts, productivity hacks and tricks to help you be even more awesome.
Use Paste Special to multiply (or add, divide etc.) a range with a variable [quick tip]
Here is a fun way to use Paste Special to quickly multiply everything in a range with 1.1 (why 1.1? Well, imagine you have a report with everything in US $s and your boss wants to see the numbers in Australian $s…)
Since your report has different formulas for each cell, you can’t multiply first cell with a rate variable and drag it down. You have to manually edit each formula and add *rate at the end of it.
Oh wait…, you can use Paste Special.
Ensure cleaner input dates with conditional formatting [quick tip]
Here is a familiar problem: You create a workbook to track some data. You ask your staff to fill up the data. Almost all the input data is fine, except the date column. Every one types dates in their own format. Here is a fun, simple & powerful way to warn your users when they […]
Use arrow keys to select small, unreachable chart series [quick tip]
Here is a fairly annoying problem.
Imagine a chart showing both sales & customer data. Sales numbers are large and customer numbers are small. So when you make a chart with both of these, selecting the smaller series (customers) becomes very difficult.
In such cases, you can use arrow keys – as shown above.
Find and Highlight all blank cells in your data [Excel tips]
True story:
On Friday (17th April – 2015), I flew from Vizag (my town) to Hyderabad so that I can catch a flight to San Francisco to attend a conference. As I had 10 hours of overlay between the flights in Hyderabad, I checked in to a lounge area so that I can watch some sports, eat food while pretending to do work on my laptop. There was a gentleman sitting in adjacent space doing some work in Excel. As I began to compose few emails, the gentleman in next sitting space asked me what I do for living. Our conversation went like this.
Me: I run a software company
He: Oh, so you must be good with computers
Me: smiles and cringes at the stereotyping
He: What is the formula to select all the blank cells in my Excel data and highlight them in Yellow color
Mind you, he had no idea that I work in Excel. We were 2 random guys in airport lounge watching sports and eating miserable food.
Me: Well, what are you trying to do?
He: You see, I am auditing this data. I need to locate all the blank rows and set them in different color so that my staff can fill up missing information. Right now, I am selecting one row at a time and filling the colors. Is there a one step solution to this problem?
Needless to say, I showed him how to do it faster, which led to an interesting 3 hours at the lounge.
End of true story.
So today, let’s understand how to find & highlight all the blank cells in the data.
Use apply names to create readable formulas [quick tip]
We all know that using named ranges is a good practice. So you went ahead and created names for every value in your complex workbook. But now, what about those formulas which still refer to cells by their addresses? Here is a quick tip to make your formulas readable by replacing cell addresses with the names in one go.
Use Apply Names feature.
Formatting shortcuts for keyboard junkies
A lot of analysts swear strong allegiance to keyboard shortcuts. But when it comes to formatting a spreadsheet, these shortcuts go for a toss as formatting is a mouse-heavy activity.
But we can use a few simple & effective shortcuts to zip through various day to day formatting tasks. Let me share my favorite formatting shortcuts.