Microsoft Excel: Quick Sum a Data Range

You can quickly sum a block of data (both Rows and Columns) in Excel with just one click.

  1. Start by selecting the data including the cells that will contain the SUM Formulas. (in our example Column E and Row 11) Excel quick sum
  2. On the Home Tab in the Editing Section, click the SUM button. Excel quick sum 2
  3. Excel will create a SUM function for each Row and Column. Excel quick sum 3



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Double Click to Fill Down a Microsoft Excel Formula

Filling down an Excel Formula in a column can be quickly achieved by positioning the cursor on the lower right corner of the cell and Double Clicking.

The formula will repeat to the end of the data.

Excel Filling Down Formula


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Grouping Rows in Excel

Hiding certain rows or columns in Excel can make viewing complex, detailed information easier to read. Grouping Rows in Excel allows you to quickly collapse and expand similar data to create more useful views.

Excel Group Example
  1. Select the rows with similar data by clicking and dragging on the rows numbers to the left of your data. Note that your grouping sections must be contiguous. Control-clicking won't work.
  2. Click on Group under the Data tab. Grouping sections 1 and 2 will appear to the left as shown in this example. Repeat this process for all of the contiguous sections in your data.Excel Group
  3. Collapse specific sections by clicking on the "–" sign, or expand them by clicking on the "+" sign.
  4. Collapse all similar sections by clicking on the 1 in the column label row. The 2 will expand all of the similar sections.
Excel Groups Collapsed

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Excel Vertical Text for labeling groups of rows

Excel Vertical text is an easy way to label groups of rows and make your charts more readable. This only takes a couple of clicks with Excel.

Excel Merge and Center

Start by adding a column to the left of your chart. Then select all of the cells in that column that are to the left of a group of rows. In this example, I selected the cells to the left of the mammals. Choose Merge and Center under the Alignment group under the Home tab.

Next, type into the newly merged cell your data label. Click on the Text Orientation button in the Alignment group and choose Vertical. You may also want to choose Wrap Text and the Center Alignment options.

Excel Vertical Alignment

Adjust the width of the column and add Cell styles as needed to decorate your Excel vertical text.

Excel Vertical Text labeling groups of rows



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Capitalizing the first letter of each word in Excel with the Proper function

Have you ever imported data that was in all caps, or all lower case? There is a quick trick for capitalizing the first letter of each word in Excel.

=Proper(Cell) formula in Excel

In this example, I copy and pasted a list of the 3 most expensive paintings of all time.

The 'Proper' function allows me to quickly transform the data so that every word is capitalized. Simply type =proper(The cell you need to change).

Excel Proper Formula



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Microsoft Excel: Conditional Formatting for Understanding Data

Applying Conditional Formatting to your data allows you to identify variances in a range of data with a quick glance, by highlighting the differences or trends that you specify. You can customize the process by creating your own rules to apply to selected data. To apply conditional formatting:

  1. Select the data range.
  2. Click the Home Tab.
  3. In the Styles Group, click Conditional Formatting.
  4. Select New Rule.
  5. The New Formatting Rule dialog box will open.
  6. Select a Rule Type: In this section select the type of criteria you want to use to determine formatting. In my example I am using Format only cells that contain.
  7. Edit the Rule Description: In this section determine which criteria to apply to the selected area. In my example I will be formatting based on the Cell Value applying the condition less than or equal to 150.
  8. Click the Format.
  9. The Format Cells dialog box appears. Select the formatting to be applied. In our example we will be changing the font color to red and making the text bold. You can also add a border or fill. Click OK twice.
  10. Formatting will then be applied.
  11. Repeat the process to apply additional formatting to a selected area.



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Parsing Data into Several Cells

Because of importing or dubious data entry, many users have to deal with worksheets that have improperly parsed data. Most commonly, this means that a single cell might contain data that should be divided over several columns. Excel has a few features for parsing this data into several cells.

Excel text in one cell

Text to Columns – Delimited data

If the data in a single cell is divided by spaces, commas, or some other consistent character, then dividing that data into individual cells is fairly simple.

Select the cells you wish to parse. Then click on the Data tab and select Text to Columns under the Data Tools group. This will start the Text to Columns Wizard.

In this example, the address, city, state, and zip code are delimited by commas, which is common for an import, so with the radial button Delimited selected, click Next.

Excel Comma Delimited

Identify you delimiter by checking the appropriate box or boxes on the left. When the data in the preview window is correct, click Next or Finish.

The Next button will allow you to choose the data format for each of the columns. This may not be necessary. Click Finish when you are ready.

Your data will be parsed across the columns to the right.

Text to Columns – Fixed Width

In some cases, parsing text from a cell may be easier with a fixed width setting.

Start by selecting the cells you wish to parse. Then under the Data tab in the Data Tools Group, choose Text to Columns. In the Wizard dialogue box choose the radial button Fixed Width and choose Next.

Excel Fixed Width

Use the preview window to select the width of your data by dragging the line to the proper position. Click Next to identify the data format or Finish.

Extracting data from the center of a text string

In Excel the MID function allows a user to extract data from the center of a cell. The syntax for this formula is:

=MID({cell reference}, {order number for the first character desired}, {number of characters to include})

Excel MID function

=MID(...) calls up the formula.

{Cell reference} is the cell that has the data.

{order number for the first character desired} refers to the character number for the first letter desired. In the example above, this number is 7, referring to the 7 characters in the word AMOUNT_.

{number of characters to include} refers to the number of characters that should be extracted. In the case of the example, this number is 5, as in the 5 characters in $2304.



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Saving a Sort in Excel

Recording a macro with a complex sort is actually very simple.

Excel Record Macro

Start with your data unsorted and unselected. Then under the View tab, click on the down arrow just below the Macros Icon and choose Record Macro.

Excel Macro Box

Type a Macro name that you can remember, and assign a shortcut key if you wish by typing a letter next to "Ctrl +". You can also add a description, which is helpful if you have a number of different sorts. Then click OK.

Once you click this button, Excel watches everything you do, and can repeat those actions automatically. Sort your document, but be careful not to make any edits or do anything you wouldn't want repeated.

When you're finished, click on the down arrow again and choose Stop Recording.

To test the macro, resort your data to change the way it looks. Then, either hit the shortcut key you programmed, or click on the down arrow under Macros again, and choose view macro. Select your desired macro from the list and choose run.



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Sorting in Excel with multiple columns

Excel has tools for complex, or multilayered sorts that involve several columns or headers. There are 2 ways to create a complex sort in Excel.

Method 1) The Sort button

Excel Custom Sort

Select the all of the data in the table you need to sort. Under the Home tab, click on Sort & Filter in the Editing Group. Then choose Custom Sort (this feature can also be accessed with the Sort button under the Data tab in the Sort and Filter group). A dialog box will pop up.

Check or uncheck the My Data has Headers box, depending on your data. Then change Sort by to the column that has the data that should be sorted first. Use the Add Level button to add other criteria to the sort. You can position the order of sorting with the up and down arrows.

Excel Sort

In this example, the data will first be sorted by Favorite Color, then by Favorite Animal, then by Order.

Method 2) Using Filters to Sort

The other way to create a complex sort, meaning sorting by multiple columns, is to use the filter tool.

Excel Filter

Select your data. Then, under the Data tab, toggle on Filter under the Sort and Filter group. Drop down arrows will appear in each of your columns.

Excel filter data

These drop down arrows offer a few different tools. You can filter the rows by value or color, and you can also sort alphabetically or sequentially either direction.

Use the sorting tools in order to organize your data the way that you need it to be organized, sorting and resorting the data in the appropriate order.

Saving Custom Sorting in Excel

After programming a complex sort in Excel, it is often helpful to save that sort to use again on the same table. You should be able to do this automatically as the sort settings are saved with the document. Simple select the exact same cells and click on the sort button again. If your saved sort isn't offered, try selecting the entire worksheet with Control + A, and then clicking on the sort button.

You can also save a sort in Excel with a simple macro.



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Check Formulas in Excel

Small formula errors can have big consequences. A misplaced comma or the wrong reference can severely warp your results. Excel has several tools to check your formulas for errors.

F2 – See formulas in Excel.

To check the formula of a specific cell, select the cell, then hit F2 on your keyboard. The cells referenced in the formula will be highlighted, and you will be able to edit the formula without a mouse click.

Show formulas in Excel

Control + ~ To show all Formulas

Select any cell in your spreadsheet and on your keyboard hit Control and the Tilde ( ~ ) sign at the same time. This will show all of the formulas in the worksheet. Toggle back to the normal view by hitting Control + ~ again.

You can also access this tool in the Formula Auditing group under the Formula tab. Toggle Show Formulas on and off to see the formulas in the workbook.

Trace Precedents and Trace Dependents

In Excel, a precedent is a cell being reference in a formula. If a formula is =C6+7 then C6 is a precedent. A dependent is a cell that depends on the data from another cell for its content, so if the formula above were typed into cell C9, then C9 would be a dependent of C6.

Excel Precedents

To display precedents, select the cell with the formula and click on the Formula tab. Then choose Trace Precedents in the Formula Auditing group. Arrow will appear showing which cells are referenced in the formula. Toggle this off by clicking on Remove Arrows in the same group.

Select a cell that is referenced in the formulas of other cells. Under the Formulas tab, in the Formula Auditing Group, click on Trace Dependents. Arrows will appear showing the cells that depend on that cell.

Excel Dependents

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