Excel Pro Tips

Inputting data in a spreadsheet

Excel® Pro Tip: Sumif

August 23, 2018
The "Sumif" app in Excel may be just what you need to sum data from individual fields within a category. Rather than restructure your data, this tool allows for customization.

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Portion of an Excel ledger sheet illustrating inconsistent naming

Excel Pro Tip: Data Validation

August 6, 2018
Using Data Validation in Excel can save you time and improve the accuracy of your results. Here's how to integrate it into your record-keeping.

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Excel Pro Tip: How Names Save Time

June 25, 2018
Naming cells in Excel can make it easier and faster to locate just the cells you want for calculations. Amid a complex array of worksheets, naming can help you more quickly access and use the data you need.

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Example of Excel quadrants

Excel Pro Tip: Using Multiple Windows

June 14, 2018
As Excel workbooks get more complex, it often becomes necessary to review different parts of a spreadsheet or different spreadsheets in the workbook at the same time. Using multiple windows can be a real time saver, helping users be more effective.

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Sample Excel page showing the use of subtotal

Excel Pro Tip: Using the Subtotal Formula

May 2, 2018
In this week's Excel tip, learn now to use the Subtotal formula, a real time-saver when entries or categories change so you can avoid changing individual formulas.

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Excel example

Excel Pro Tip: Conditional Formatting

April 11, 2018
This series — Excel Pro Tips — covers some of the best formulas, tables, conditional formatting, and other processes to help users manage their record keeping more efficiently. This week it looks at conditional formatting,which can change the formatting of cells to provide fast visual cues to potential discrepancies.

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Graphing data in recordkeeping software
Figure 1. Using keyboard shortcuts can help you use Excel even more efficiently.

Excel Pro Tips for Increased Efficiency

February 21, 2018
Learning how to use these keyboard shortcuts in Excel® can help you work more efficiently and likely with less frustration, once these tips are mastered.

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