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Excel Tips and Tricks

This skill, led by Simona Millham, provides a comprehensive guide to enhancing productivity in Excel through various tips, tricks, and shortcuts. Key topics include speeding up data entry with custom lists and keyboard shortcuts, using conditional formatting for dynamic data presentation, and creating effective charts. The skill also covers advanced techniques such as linking chart titles to cell values and using form controls for interactive elements like checkboxes.

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51m

Skill 2 of 7 in Microsoft Office

Overview

Join Simona Millham as she takes you through her favourite tips, tricks, and shortcuts to speed up the way that you work in Excel.

Supplemental File

Introduction

Simona introduces us to this skill, and reminds us to download the supplemental files.

Speed Up Data Entry

Let's start off this skill with a look at some tips and shortcuts for speeding up data entry in Excel.

Knowledge Check

What was the keyboard shortcut Simona used to enter in the current date?

Navigation and Selection Shortcuts

I do realise that you're more than capable of using your mouse to navigate and select parts of your Excel spreadsheet, but this is an area where some keyboard shortcuts can be very helpful! Let's take a look in this next video.

Knowledge Check

Match up the keyboard shortcut with its function:

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Quick Tips for Formatting

Let's try some tips to help us with the formatting of our spreadsheet.

Knowledge Check

Which of the following is the keyboard shortcut we used to remove borders from the selection?

Workarounds for Bulleted Lists

Sometimes you might want a neat list of text formatted with bullets but as Excel doesn't have the formatting capability to do this, we'll need a workaround.

Knowledge Check

Which of the following is Simona's preferred method for a tidy bulleted list of text in Excel?

Options for Inserting Check Boxes

We've got a couple of options available to us if we want to add check boxes to our Excel spreadsheet, and we'll try them out in this video.

Knowledge Check

Where do we find the option to draw a check box?

Charting Tips

We've got a whole separate skill in the main Excel course on using charts where we see an example of every chart type available, but in this video, let's run through a couple of quick tips for your charts.

Knowledge Check

Which of the two following keyboard shortcuts will instantly insert the default chart?

Conclusion

I hope this has been informative for you and I would like to thank you for consuming.

View Transcript

Introduction

0:01(gentle music)

0:06<v Simona>I used to do a lot</v>

0:08of Microsoft Office tips and tricks demos

0:10in my previous job,

0:11and so I thought it would be fun to share with you

0:13some of my favorite Excel ones in this skill.

0:16Note though, that although these tips

0:18aren't particularly super advanced,

0:20I do assume that you have a good working knowledge of Excel.

0:23And I should also point out,

0:25if I show you the list here of what we're gonna cover,

0:27I would estimate that, oh, I don't know,

0:29about 3/4 of what we go through here

0:31is mentioned somewhere or other

0:33in the complete Excel course.

0:35And so if you've stumbled across this skill

0:37as part of that course,

0:38then don't be surprised to see some duplication.

0:41Make sure that you download the supplemental file

0:43so that you can follow along.

0:44And once you've done that, let's get started.

Speed Up Data Entry

0:06<v Simona>Let's start off this skill then</v>

0:08with a look at some tips and shortcuts

0:09for speeding up data entry in Excel.

0:12And we're gonna see a mixture of keyboard shortcuts,

0:14and also some features or options

0:16that you may or may not have come across before.

0:18And I will show you a summary at the end for your reference.

0:22You can see on this spreadsheet that I'm capturing

0:24some figures, probably, for January, February, and March.

0:27And you will already know that if

0:29I've already got January or Jan entered in there,

0:32then I can use the full handle to continue

0:35the other months of the year, because that's

0:36a list that Excel understands,

0:38January, February, March, April.

0:39It also knows the days of the week,

0:41Monday, Tuesday, Wednesday.

0:42But what about this list here?

0:44So let's imagine that these are

0:45the sales regions in my organization.

0:48You know, this is a custom list of a combination

0:50of counties and areas in the south of England,

0:52but that's how we have divided up our customer base

0:55into different selling regions.

0:56And I often need to input this same list

0:59in the same order for my spreadsheets.

1:01So it will be sensible to save that

1:03as a custom list alongside the months

1:06and the days of the week so that I can

1:08quickly reuse it another time.

1:10So to do that, if you go to File, and then Options,

1:13and choose Advanced on the left hand side here,

1:15and then scroll almost to the end.

1:17Yeah, there we go, Edit Custom Lists.

1:20And you can see that, sure, it already knows

1:21the days of the week and the months of the year,

1:23but I'm going to bring in some information

1:25from some other cells to create a custom list.

1:27And because I already had those cells selected,

1:29it's got the reference there,

1:30but if you hadn't selected it first

1:32then you could just click in there, and then click and drag.

1:34But let me click Import, and that will give me

1:37all of those entries as a new list.

1:39So let's click OK, click OK again,

1:42and let me just delete that so that I can try it out.

1:45So the first one on the list was Greater London. Good.

1:48And if I just fill that all the way down to row 14, perfect.

1:52Similarly, it'll work also going sideways,

1:55but let me just undo that.

1:56So that has saved me a bit of time,

1:58and that'll persist for future spreadsheets as well.

2:01So that's a change that I've made

2:02to the custom list for my Excel environment.

2:06And as an aside, I can also use this custom list to sort.

2:09So if I just go to this Data tab down the bottom here,

2:12you can see I've got a great big block of data here.

2:14You know, the date, customer name,

2:16the region of the sale, or whatever.

2:18And of course, we know that this column here,

2:20well, I can sort it alphabetically, can't I?

2:21So that's how it's currently sorted, isn't it?

2:23A to Z, so Berkshire, and then,

2:25you know, Devon, and then East Sussex.

2:27But what if I want it sorted in

2:28the order of that custom list?

2:30Well, if I click the sorting drop down here

2:33and choose a custom sort, well, one of the options is

2:36not A to Z or Z to A, but a Custom List.

2:39So there's that same little list

2:41of custom lists that we've seen before.

2:43So let's click OK to that. Click OK again. Perfect.

2:46I've got all of the Greater London entries together.

2:49And if I scroll down, yes,

2:50that's the order of that custom list.

2:52But let me go back to the Sales tab.

2:54And let's imagine I've got some figures to fill in

2:57for these first three selling regions here

2:59for the first three months of the year.

3:01And you'll notice that I have selected

3:03the block of cells first.

3:04So this is my next tip for data entry.

3:07Select the area you are gonna enter

3:09the figures into first and then start typing.

3:11So I'm just gonna put in some random numbers here.

3:13And you can see that as I get to the end of the column

3:15and I'm just pressing Enter here,

3:17it takes me to the top of the next column.

3:19Because so often I see people type a number,

3:21press Enter, type a number, press Enter,

3:23and then they have to either use the arrow keys

3:24to go up to the top of the next column

3:26or click with the mouse.

3:27But to select the cells first, when you press Enter,

3:30it'll just take you through the whole selection.

3:31Or if you prefer going sideways, you can press your tab key

3:34and that'll take you along a row at a time.

3:37But that does also remind me of another tip.

3:39So you will know that if you are putting in a number here.

3:42So let me just make an edit to this one and press Enter.

3:45You'll know that when you press Enter,

3:46the selection moves down to the cell underneath.

3:49And a lot of the time I think that's sensible.

3:51But if you find yourself getting annoyed by that,

3:54you may want to consider changing the direction.

3:56Let me show you what I mean.

3:58So if I go to the File menu, and choose Options,

4:00and then into Advanced, you can see here,

4:03after pressing Enter, move the selection down.

4:05Yes, that's the default,

4:07but you could change that if you needed to.

4:09Or if you didn't want it to move at all,

4:10you would uncheck that box.

4:12But I would just choose cancel for now.

4:14Let's imagine for the rest of these cells

4:16we've only got estimates, and in fact,

4:18we're just going to estimate a value of 450

4:21for every cell in that selection.

4:23So press Ctrl + Enter to get

4:26the same value into every cell.

4:28And I have to say, I find this very useful

4:30to be able to just, you know, quickly blitz

4:32some numbers into a spreadsheet here

4:34when I'm testing my formulas.

4:35So let's just for example, press Ctrl + A to select

4:38that block of data, and then Alt + Equals

4:41to put in some totals at the bottom there.

4:44And let's just pop in a total row there, make it bold.

4:46And if you were just quickly populating

4:48your spreadsheet in order to test your formulas,

4:51then there might be an alternative method

4:52of doing that which you might prefer.

4:54And that's to be able to put in a random number.

4:57So again, I've just selected my block of cells,

4:59and I'm going to use a function this time.

5:01So it's going to be =RANDBETWEEN,

5:04and that's got two arguments.

5:07So, between what numbers?

5:08So I want to have a random number between

5:10the value of 10 and 500, close the bracket.

5:14And because I want that same formula

5:15in every cell in the selection,

5:17then I press Ctrl + Enter, bingo,

5:19I've got a whole load of random cells there,

5:21perfect for just populating a spreadsheet

5:23so I can test my formulas.

5:25Let me go back to the Data sheet this time,

5:28and I'm just going to delete one of these values in here.

5:31And let's imagine I want to enter in

5:32the same thing here as the cell above.

5:35Now, for this particular example,

5:36you will already know that I can just start typing

5:38and it will have a look at the entries

5:40in the list above itself and make a suggestion.

5:43But if that doesn't work in the scenario

5:45that you need to repeat the cell above,

5:46then the keyboard shortcuts that you need is Ctrl + D.

5:49That just copies the contents from the cell

5:51directly above the selection.

5:53But actually, Ctrl + D is also useful

5:55when you're working with graphics.

5:56So let me just pop in for example, a quick square.

5:59And in fact, hold down your Shift key

6:00to get a perfect square rather than a rectangle.

6:03And when one of these shapes is selected,

6:05if you press Ctrl + D, then it'll duplicate the shape.

6:08But interestingly, if you then move the shape

6:11into a particular position, so lemme just pop it

6:13next to that original square.

6:16Now when I press Ctrl + D, can you see that

6:18it's also repeating the position and the spacing

6:21for each subsequent shape, you know,

6:23for each subsequent press of Ctrl + D.

6:25So that's quite interesting.

6:26But now let's think about speeding up the way

6:29we can enter in data onto different sheets.

6:32So for example, if you look down the bottom here,

6:33I've got three sheets, Expenses, Targets, and Transactions,

6:36where actually I need the same headings

6:39and the same formatting on all three of those sheets.

6:41So I can input something onto all sheets at the same time

6:44by selecting the relevant sheets first.

6:46So I'm just gonna hold down my Ctrl key in order

6:49to select all three of those sheet tabs.

6:50And then, well, let's pop in some headings.

6:53So let's use our new custom list that we created,

6:55so Greater London, and repeat that

6:58all the way down to there.

7:00Perfect, let's just adjust the column width,

7:03and maybe put in a heading there for the month,

7:05and fill that across, and add some formatting.

7:08You get the idea, you make it look

7:09the way you want it to look.

7:11And then if I click out of this grouping of sheets,

7:14let's just click on, for example, this Timesheets,

7:16and then flick back through Expenses,

7:18Targets, and Transactions, you can see that

7:21the things that I typed while those three sheets

7:23were selected have now appeared on all of those sheets.

7:26So that is a great time saver,

7:27and also really good for consistency.

7:29But actually, thinking about that Timesheet sheet,

7:31I've got a couple of other shortcuts for you here.

7:34So let's imagine this is where I am capturing work

7:36that I've done on a freelance basis,

7:38and I bill by the minute at a rate of 100 pounds per hour.

7:41So what I do is I fit in the dates that I did the work,

7:44and the client it was for, and what I did,

7:46the start time and stop time.

7:48And then the spreadsheet then works out the total time

7:50I spent on that task and how much I can invoice.

7:52So you already know, I'm sure,

7:54that we can enter in today as a function

7:57to put in today's date, but if you think about that

8:00in the context of this timesheet, well,

8:02I don't want this date to change to tomorrow

8:04tomorrow, you know, the date that I want

8:07to enter in here needs to be a static date.

8:09So the keyboard shortcut that we need for that

8:12is Ctrl + Semicolon, that just puts in a static date.

8:15So lemme just put in the example there of another task.

8:18And it's the same with the time,

8:20I need it to be a static time.

8:22So rather than a function, so equals now would be

8:25the function to put in a dynamic input of the current time.

8:28But if I just want a static time of the time now,

8:31you know, the system time, it's Ctrl + Shift + Semicolon.

8:35So let's say I started the task at 25 minutes past 5,

8:37that's the current time.

8:39And let me just put in that again.

8:40Obviously, it's exactly the same time,

8:42so it's gonna give me a total of 0, but you get the idea.

8:46And finally, let me just go back to that Data sheet.

8:48I mean, you will know that if I, you know,

8:50click on a cell, and then, you know, click Copy,

8:53that's sent on my Clipboard, and, you know,

8:55I can paste it somewhere else.

8:57And of course, if I copy something else,

8:58that is the most recent thing on my Clipboard,

9:00that I can paste something else,

9:02and maybe I then go ahead and copy this blue shape,

9:04and, you know, I could paste that somewhere else.

9:05Or maybe I go ahead and copy another name.

9:07But you'll be used to using copy and paste

9:10in the context of it's only the very last thing

9:12that you copied this is being available for pasting.

9:15Well, I've got news for you, because copy and paste,

9:18of course, is a great time saver, but we can make that

9:20even more valuable if we pop out the Clipboard.

9:23So on the Home ribbon tab, if you pop out

9:25the Clipboard just here, you can see,

9:27it's showing you the last few things that you've copied.

9:30So those are the different names that I did just now.

9:32There's that blue shape, so if I do want that name

9:34that I copied a few steps ago pasted into that cell,

9:37then I can just click it from the Clipboard just here.

9:39And you'll also see this works

9:41across different applications.

9:42So you can also see other things that I had copied

9:45from OneNote and even a web browser window.

9:47So I think this must have been when I was doing

9:49a peer review for one of my colleagues.

9:51So this clipboard is generic to your whole environment

9:53across different applications, but it can be really useful

9:56to be able to quickly paste in something

9:57that you copied a few steps ago.

10:00But anyway, here's your summary, which I'll leave

10:02showing for a moment or two so that you can freeze frame

10:05to note down anything if you need to.

10:07But for now, I hope this has been informative for you,

10:10and I'd like to thank you for viewing.

Navigation and Selection Shortcuts

0:00(bright music)

0:06<v Simona>I do realize</v>

0:07that you're more than capable of using your mouse

0:10to navigate and to select parts of your Excel spreadsheet,

0:13but this is actually an area

0:14where some keyboard shortcuts can be very helpful.

0:17Let me show you.

0:19You already know

0:19that we can press Control + A to select a block of data,

0:22but within that selection,

0:24if you now press Control + full stop

0:26or the Control + period,

0:28then you'll see that you navigate

0:29to the four corners of the selected block of data.

0:32And I think this is especially useful

0:33when you've brought something in from somewhere else,

0:36and you need to get a handle on the size of a large dataset

0:39or if the data isn't selected,

0:41so lemme just click in the middle of it there,

0:42you can use the arrow keys.

0:44So Control + arrow will take you again

0:46to all four corners of the block of data there.

0:49If you want to move

0:50between different sheets in your workbook,

0:52so look down the bottom here,

0:53you can see I've got different Sheet tabs.

0:55Then try Control + Page Up to go to the previous sheet

0:58or Control + Page Down to go to the next sheet.

1:01Again, useful shortcuts.

1:02or if you've got multiple workbooks open,

1:04so you can see, as I hover over the Excel icon here,

1:07I've got two Excel files open,

1:09then try Control + Tab to switch between them.

1:12And in fact, talking of multiple workbooks,

1:15you'll see on this data sheet here,

1:16I've got this great long list,

1:17but that other file that I had here was the raw data.

1:21Maybe I want to compare these two workbooks side by side.

1:25So on the View ribbon tab, you've got an option there,

1:28View Side by Side, and that'll do exactly that.

1:31And the default is when you choose that option,

1:33View Side by Side,

1:34when you scroll,

1:35can you see that both of those windows scroll together?

1:38So that's exactly what I need for this example

1:40because I'm trying to compare this list

1:41with this list or whatever.

1:42But if you don't want synchronous scrolling,

1:45then look up at the View ribbon tab there.

1:47It's that button just underneath the one we chose

1:49to view the windows side by side.

1:51But if you turn off Synchronous Scrolling,

1:53then only the active window will scroll

1:55when you roll your wheel.

1:57So you'll have to click the window first

1:58and then roll the wheel to scroll that particular window/

2:01To turn off View Side by Side,

2:03then click that same button again

2:05and let me just use Control + Tab

2:07to take myself back to that other workbook.

2:09And while we are talking about navigation,

2:12you might be used to using named ranges in your formulas,

2:16you know, perhaps for naming a LOOKUP table for example.

2:19But it can also be very useful for navigation purposes.

2:22So let's imagine these cells here.

2:24You know, these are our expenses.

2:26I regularly need to go to these particular cells.

2:28So I'm going to name them

2:29so I can quickly get to them

2:30from other parts of my workbook.

2:32So select the data first

2:33and then up here in the name box,

2:35let's just type in Expenses, and then press Enter.

2:39And that means when I'm somewhere else in this file,

2:42I can click that dropdown

2:43to quickly go to that block of sales that I named Expense.

2:47And actually, if you do like the idea of using named ranges,

2:49did you know that we can get Excel

2:52to automatically create them for us from a selection?

2:55So let's just select this block of cells here,

2:58and then go to the Formulas ribbon tab.

3:00And there's this button, Create from Selection.

3:03So I'm going to create some names

3:04from values in the selection using the left column

3:08because I want to be able to quickly go

3:09to these different regions and to their quarterly figures.

3:12So I'm going to uncheck the top row

3:14'cause I'm not that interested in seeing them by month.

3:16It's just the rows.

3:17So when I click OK,

3:19and now I'm somewhere else in my spreadsheets.

3:21Let's just go to this different tab down here.

3:23Let's imagine I now want to see the Wiltshire figures.

3:25I can click the dropdown and go straight to Wiltshire,

3:28and it navigates me to that named range.

3:30And you can see from the dropdown there,

3:32all of these extra entries from those named ranges

3:34that were automatically created.

3:36If you want to tidy up all of the named ranges

3:38that you have created,

3:39then, again on the Formulas ribbon tab,

3:41if you click Name Manager,

3:42that's where you'll see this vast array

3:44of named ranges that have now appeared.

3:45Well, this is where you could go ahead and delete them

3:47or edit them or manually create new ones.

3:50But let me just close that for now.

3:52Let me go back to this data worksheet,

3:54and let's talk a little bit more about selection.

3:56So as we did right at the beginning,

3:58Control + A will select a block of data,

4:00but Control + A again will also select the heading

4:04if you were clicked in a table.

4:05So I don't whether you noticed,

4:06the first time I pressed Control + A,

4:08it didn't include the headings there,

4:09but Control + A again does.

4:10And then Control + A again will select the whole worksheet.

4:14But also if I just click away to deselect,

4:17Control + Space Bar will select the column.

4:20Shift + Space Bar will select the row.

4:22And again, you can see

4:23that the first press of the combination only selects the row

4:26or column within the active block of data.

4:28So you'd have to press it again

4:29to select the whole row across the whole worksheet.

4:33But let me just select the column again,

4:34so Control + Space Bar.

4:35With that column selected,

4:37I can now press Control + Minus to delete it.

4:40It's gone.

4:41Control + Z, of course, is an undo.

4:43So I've got it back again.

4:44This really is keyboard shortcuts galore, isn't it?

4:47But rather than deleting the column,

4:49if I wanted to hide it instead,

4:51then that would be Control + 0

4:53Look up at the column headings.

4:54You can see that column C is missing there.

4:56But let me just do Control + Z to reveal it again.

4:59And don't forget, I will summarize

5:01all of these keyboard shortcuts for you at the end.

5:02So if you think I'm going a bit quickly, don't worry.

5:05But other than deleting or hiding a column,

5:08we might also want to insert a new one,

5:10so that's Control + Shift and then Plus.

5:12To insert a new column,

5:14let's just do Control + Minus to delete it again,

5:16and it is similar for rows.

5:18So let me do a Shift + Space Bar to select the row.

5:21Control + Minus to delete,

5:23Control + Z to undo.

5:24That's the same as we saw before,

5:26but to hide the row,

5:28it's actually Control + 9 rather than Control + 0.

5:31But let me, again, just do Control + Z to undo.

5:34Phew, you'll be pleased to know

5:36the next tip does not involve keyboard shortcuts.

5:38But let me, for example,

5:40just create a couple of blank rows in this data.

5:43And if you have worked with lists and whatnot,

5:45you'll know that blank rows

5:46in your data are a bit of a nuisance.

5:48So it can be useful to have a shortcut

5:50to find all of the blank rows in your data.

5:53So let me select the block first with a Control + A,

5:56and then go to the Home ribbon tab

5:57and click this Find &amp; Select button.

6:00And I do urge you to have a browse

6:02through some of the options,

6:03not only on this menu here,

6:04but also in the Special dialogue box,

6:07because one of the options here

6:08is to find and select blanks.

6:10So if I click OK to that, you can see

6:12that those two blank rows I just created are selected.

6:15So now I could press Control + Minus

6:17to delete those two selected blank rows.

6:20So that was a very quick way

6:21of selecting all of the blank rows and getting rid of them.

6:24But finally, we can also combine

6:27those navigation shortcuts we saw

6:29at the very beginning of this video

6:31with the Shift key to select.

6:34Let me show you what I mean.

6:35So we already know that Control + Down Arrow

6:37takes you to the end of the column that you'll clicked in.

6:40But let's imagine I'm clicked here,

6:42and I want to select all the way from that cell

6:45to the end of the block of data.

6:48So Control + Down Arrow will take us there,

6:50but if we were to hold down the Shift key

6:52while we also did Control + Down Arrow,

6:54it will select all the way to the end.

6:57And again, if I keep the Shift key held down

6:59and use the Right Arrow,

7:00it'll select extra columns to the right

7:02with each extra press of the Right Arrow key

7:04or press the Left Arrow to go back again

7:07or press the Up Arrow

7:08to work my way upwards again from the end of the selection.

7:12And you might think,

7:12"Well, you know, this is a bit academic.

7:15Aren't we just showing off trying to select our spreadsheet

7:18with the keyboard because of course we do have a mouse?"

7:20But sometimes for very large datasets,

7:22if you were trying to select,

7:24in fact, let me just go back to the very top of this.

7:26You know, if you did want to select

7:27just from here all the way down to the end,

7:29you know, your mouse can run away with you,

7:30and it's hard to know when to stop.

7:32So it can be very useful to say,

7:34"Well, let's use the keyboard to select

7:36in a much more controlled fashion."

7:37So Control + Shift + Down Arrow will select

7:39from that cell all the way down to the end of that column.

7:42As before, here's the summary slide for your reference

7:45so that you can grab any shortcuts there

7:47of particular interest to you.

7:48But for now, I hope this has been informative for you,

7:51and I'd like to thank you for viewing.

Quick Tips for Formatting

0:06<v Instructor>The tips that I've grouped together</v>

0:08in this video, all concern the appearance

0:10of your spreadsheet, the formatting.

0:12I've got a nice keyboard shortcut to start us off,

0:15and that is if you select some cells

0:18and then press Control + Shift + 7,

0:20it'll give you a border around the outside of the selection.

0:24And also, before we go any further, do you remember

0:27a couple of videos ago we used that rand between function

0:30to give us random numbers in here?

0:32And you might have noticed

0:33that these keep on recalculating themselves,

0:36which might be a bit distracting.

0:37So you think to yourself, "Oh, well what I'd really like

0:39to do is to cut those, get rid of those,

0:41and then paste them just as values.

0:43And you think to yourself, yeah, I'm sure

0:45there's that option available.

0:46So let's go ahead and choose cut.

0:48So you click the bottom half of the paste button,

0:50all optimistically, and you think, "Well, I'm going mad."

0:52I'm sure there's supposed

0:53to be far more options there under paste special,

0:56but they don't seem to be available.

0:57Well, don't let this catch you out.

0:59That vast array of options that you're thinking of

1:01will only be available if you have copied the text.

1:04So having clicked copy

1:06and now click the bottom half of the paste button,

1:08that's what gives me all of those other options.

1:10So I think, yes, what I really want is

1:12to paste the values rather than those formulas

1:14that keep on giving me new random numbers.

1:16And then I get the choice to either paste the plain values

1:19or to keep the formatting and whatnot.

1:20So yes, I'm going to keep the formatting,

1:22'cause I did apply a border.

1:23And indeed, as I flick through these different options,

1:25can you see those random formulas changing

1:27in front of your very eyes?

1:28So no, let's just paste the values

1:30so they don't change anymore.

1:31And if you just click on one

1:33and look up in the formula bar, you can now see

1:34that's just a static number rather than a function.

1:38But anyway, another option that I'm very fond

1:40of showing people is the transpose option.

1:42So let's imagine you now wish this table was written,

1:45you know, the other way round with the months down the side

1:48and the regions across the top

1:50as column headings when you can transpose the whole thing.

1:52So again, we know we have to copy

1:54to get the full list of options.

1:55So rather than transposing in place,

1:58let's click somewhere else

1:59to give us the transposed version.

2:00So there it is, and it's given me the whole table,

2:03but spun it around.

2:04The figures are all still correct.

2:06Let's get rid of those columns there

2:08so we can see what's going on.

2:10So I've got a keyboard shortcut for that.

2:11So Control + minus will get rid of those selected columns.

2:15And the next thing you'll notice is

2:16that the borders look peculiar,

2:18because of course, when it sort of reorganized

2:20all of those cells into the transposed table,

2:22the borders didn't work anymore.

2:24So to get rid of borders, I've got another keyboard shortcut

2:26for you, Control + Shift + underscore,

2:29that'll remove all borders from the selection.

2:31And of course, I'm sure you know that you can double click

2:33to resize the column widths,

2:35or maybe you want to wrap the text so that, there we go.

2:39The text is broken.

2:41But if you wanted to control very particularly

2:43where the text breaks when it wraps.

2:46So let's imagine for this cell here,

2:47it's currently Suffolk and Norfolk.

2:49And sure, I could turn on wrap text,

2:51but I think, well, I always want it to say Suffolk

2:54and then and Norfolk on the next line.

2:56So I want to control where the line break goes.

2:59Well, if you just click up in the formula bar

3:00and press Alt + Enter,

3:02that's how you get another line within a cell.

3:05Of course, if you were to just press Enter,

3:06it would've taken you down to the next cell.

3:08So to get another line within the cell is Alt + Enter.

3:11Let me just hide these columns here,

3:13because let's imagine I don't need those anymore.

3:15Can you remember the keyboard shortcut?

3:17Control + 0, there we go.

3:19But also in this smaller table,

3:20let's imagine now I actually want a diagonal line

3:24through that cell there.

3:25Well, did you know you can draw on diagonal lines in Excel?

3:28So if you click the drop down next

3:30to the little borders button there

3:31and choose to draw a border

3:33and then very carefully just drag, there we go,

3:36from corner to corner, you've got a diagonal line.

3:39But now let's look at some number formatting.

3:41And for that, I'm just gonna move down

3:43to sheet number six in this workbook.

3:45And you will already know that you can click on a cell

3:48and, you know, choose the appropriate number format

3:50from this area here.

3:51And of course, there's also

3:52custom number formats and whatnot.

3:53But let's talk about a few things

3:55that might have caught you out that I can help you with.

3:58So for example, these reference numbers, well,

4:00ideally they're supposed to be five digits long,

4:03and they're supposed to have,

4:04if they're not five digits leading zeros

4:06to fill the remaining five spaces.

4:08So this number here should be displayed as 00123.

4:12But of course, as soon as I press Enter,

4:14Excel removes those leading zeros,

4:16because they are of no mathematical value

4:19in terms of that being formatted,

4:20you know, with a general number format.

4:22So there are some different approaches I could take here.

4:25I could select the values there

4:27and choose to either format it as text,

4:30or if you're doing it while you're typing it in,

4:32you could just put a little quote at the beginning there,

4:34that'll force it to be formatted as text, which means

4:37that you can then put in the extra zeros

4:39and they will stay there because it knows it's not a number.

4:42But of course, these methods whereby I'm telling it

4:44that it's text, is meaning that I'm gonna have to go through

4:46and manually put in the zeros that have disappeared.

4:49So the better way of doing that would be

4:51to create a custom number format.

4:53And it's a really easy one.

4:55So let's just pop out the number dialogue box,

4:57choose custom, and all we are saying is, well,

5:00we want the number format to be one, two,

5:02three, four, five digits, please.

5:04And if the number itself doesn't fill five digits,

5:05then fill up the spaces with zeros.

5:07And that's all we have to type in.

5:09So when I click, okay, fantastic.

5:12Let's imagine I'm going to fill in some values

5:14into these cells here.

5:15So I've selected all of the cells.

5:16So let's just quickly type in some numbers.

5:18So 100, 200, 300,

5:21400, 500, 600.

5:25And you think, "Oh my goodness, I'm going mad."

5:27So this does happen quite often in Excel.

5:30You type in a number,

5:31and of course the number formatting

5:33gets left behind, doesn't it?

5:34Even when you've deleted the contents of the cell,

5:36it still remembers the number formatting.

5:38Now, that was probably quite obvious to you,

5:41especially I think with maybe the date one

5:43and the percentage one.

5:44And if you look up at the ribbon here, you can see, well,

5:46that rather strange format appears to be a fraction,

5:48and that's obviously a date, and that's scientific.

5:51So of course you can manually reapply

5:54a general number format, but I think you might have guessed

5:57by now I've got a keyboard shortcut for you.

5:59So if the number formatting goes a bit peculiar,

6:01a quick way just to reset it back

6:04to the general number format is Control + Shift,

6:07and then the hash or the pound sign.

6:09And you can see that's just reset them back to general.

6:12Let me just undo that for a second though,

6:14because an alternative that you might be tempted

6:16to use is this button here.

6:18So rather than clearing all of the contents of the cells,

6:22which is gonna, you know, take away the values as well,

6:24you might think, "Well, let's just clear the formats."

6:26But of course, that's clearing all formatting,

6:29not just the number formatting, but also that gray shading.

6:32So I have to say, I am terribly fond

6:34of Control + Shift + pound or hash

6:36to reset the number format back to general.

6:39And interestingly, one of those number formats

6:42that was maverickly applied was a fraction number format.

6:44And I'm not sure if you've come across this before,

6:46but let's say I've got 0.5,

6:50and I want that displayed as a half,

6:52then that's when I would go ahead

6:53and apply the fraction number format.

6:55But actually, let's just put that back to general.

6:59If you were to type in zero, then a space,

7:02and then the fraction, so I want it to show as a half,

7:06it will put the number in there as a fraction number format,

7:10but it is still storing the decimal number

7:13behind the scenes for use in calculations.

7:16Let's imagine now you don't like this gray shading anymore,

7:19so you go and select the cells

7:21and say, you know, let's just put it back to white.

7:23And then you think, "Well, I'm going mad, you know,

7:24where have the gridlines gone?"

7:25Well, don't forget that in order to see those gridlines,

7:28we must have no fill.

7:30So no fill is different to white fill,

7:32so let's just choose no fill.

7:34But I suppose this also leads me onto

7:37what happens if you've got a maverick cell

7:39that isn't behaving for all

7:40of the reasons that we've just looked at.

7:42So maybe somebody has applied white formatting,

7:44and maybe somebody has applied a peculiar number format,

7:47so it's not displaying as you expect.

7:48So if you look at cell B4 here,

7:51you can see it's missing its gridlines,

7:52it's a peculiar number format.

7:54Well, rather than trying to fix what's gone wrong,

7:56I would say every time simply find a cell that's behaving

8:00as you would expect with the right formatting

8:02and it's doing what you want it to do,

8:04and then use the format painter to fix the maverick cell.

8:08Don't even try and work out what's wrong

8:09with the troublesome cell,

8:11just apply good formatting on top of it.

8:13And it feels a bit contrived when we're doing this

8:15in a training environment, but it does happen, you know,

8:18you might accidentally do a keyboard shortcut

8:20that, you know, for some reason makes that cell go peculiar

8:23and you think, "Well, I don't know what I've done."

8:24And because it was done by mistake, you don't know

8:26that you've accidentally applied the time number format

8:29or something, in which case you would've known

8:30to put it back to the

8:31appropriate number format that you want, you know?

8:33So if you don't know what's wrong

8:34with the cell, it's quite hard to fix.

8:36Say just find the cell that's behaving itself

8:38and reset the naughty one.

8:40But lastly, quite an obscure tip

8:42that I have used on a few occasions,

8:45you'll notice that I've got the default gridlines

8:47showing here, and you will know that, you know,

8:49I can turn those off if I want to,

8:51but sometimes if you are projecting, you know,

8:53in a meeting room through a projector that's quite bright,

8:56you know, it's a little bit overexposed,

8:58sometimes these pale grade gridlines don't show.

9:00So for me as a trainer, when I'm trying to, you know,

9:03talk a group of people through how to use Excel,

9:05it's hard for them to see sometimes

9:07because the gridlines aren't showing properly.

9:09Well, look at this, if you go to File Options,

9:12and then Advanced,

9:13and then just scroll down to, there we go,

9:17gridline color, and it's an option just for this sheet,

9:20so let's make that a much darker gray.

9:23In fact, let's make it the darkest gray there

9:24just so it's obvious.

9:25So when I click okay, you can see those gridlines

9:27are now heavier, but it has only applied to that sheet.

9:31As usual, here's your summary for your reference,

9:33but for now, I hope this has been informative for you,

9:36and I'd like to thank you for viewing.

Workarounds for Bulleted Lists

0:00(lively music)

0:06<v Simona>At the time of recording,</v>

0:08Excel does not have the formatting capability for you

0:11to be able to add bullets to text

0:13because, well, it's a spreadsheet program, isn't it?

0:16Not a word processor.

0:17And indeed it does make me twitch slightly when people want

0:20to do this because that's not what Excel is for.

0:23But I do concede that outside of my ideal world

0:26of the training room, that yeah, maybe you do want

0:28to add some notes to your spreadsheet,

0:30formatted nicely in a bulleted list.

0:32So let's look at some options you've got

0:33for doing exactly that.

0:35So let's imagine,

0:36I want some project notes just here in my spreadsheet.

0:39And let's start off with what I suggest you do not do.

0:42So it is very tempting just to type a little asterisk

0:46and then press the space bar a couple of times

0:48and then start typing in your text.

0:50And of course, typically with a bulleted list,

0:52the text is going to wrap,

0:54so we know how to wrap text in Excel.

0:56So let me just click back on that and choose wrap text.

0:59And this is where it all starts going horribly wrong

1:01because you can immediately see it's gonna mess up

1:03the rest of your spreadsheet.

1:04But you know, I try and persevere and I try

1:06and fiddle with this and perhaps put that at the top there

1:09and oh, it's looking pretty horrible, isn't it?

1:11And you can also see

1:13that the text isn't wrapping in the sort of indented way

1:16that we would expect it to wrap for a proper bulleted list.

1:19So that is pretty ghastly.

1:20So I'm going to do a couple of undos

1:22just to step back all of that.

1:24And to be honest, it's not much better if you copy

1:26and paste it from Word.

1:27So in this Word document here,

1:29I do have some text already nicely arranged in bullets

1:32that I would like in Excel.

1:33So let me just copy that

1:35and paste that into that same area just here.

1:38And it kind of looks okay until I start trying

1:41to wrap the text.

1:42And I've got the same problem again.

1:44It's messing up my whole spreadsheet.

1:45I'm gonna have to adjust the position there.

1:48And you can see again, the text hasn't wrapped

1:50under the indent there like it was in Microsoft Word.

1:53Do you see what I mean?

1:54I haven't got that hanging indent there.

1:56So that is pretty horrible.

1:58And again, I'm going to do a few undos to get rid of that.

2:01And I suppose the low tech solution

2:03is what I showed you on the screen snip

2:05in the introduction a second ago.

2:07And that's on this other sheet down here.

2:08So the low tech solution would be to have the bullet symbol

2:12all by itself in one column.

2:14So you can just go and pick up the symbol

2:16from the Insert ribbon tab.

2:17So over here, just go

2:19and find the appropriate symbol you want to use for a bullet

2:21and just click insert and then close.

2:24And then you can format that cell accordingly

2:27with regard to the position of the bullet.

2:28And then in the next column along,

2:31that's where you can type in your text.

2:34And then with text wrapping turned on, let's just go back

2:37and say yes, please wrap the text.

2:39That is looking quite neat and tidy.

2:41You'll also see for this particular example

2:43to make it look nice, I've turned off the grid lines,

2:46but if I go back to the view ribbon tab

2:47and turn back on the grid lines,

2:48you can see how that's constructed.

2:50And that's fair enough.

2:51I think that's an acceptable low tech solution,

2:54particularly if you're putting these notes

2:56on a separate sheet or by themselves.

2:58So you're not gonna mess else up by adjusting the column

3:01and row depths and widths and whatnot.

3:03But if I just go back to that other sheet

3:05because let's imagine I really do want my project notes

3:07on this sheet and we already know

3:09that I'm gonna inadvertently start messing up

3:11the row heights and whatnot over here.

3:13So I have to say, I think my preferred solution is this.

3:18Go to the insert ribbon tab and insert a text box.

3:21So just click and drag to draw a text box.

3:23Now, unfortunately, within the text box,

3:25it's not really a lot better if you type in a bit

3:27of nonsense and have the wrapping text.

3:30It doesn't maintain that indent

3:32that we would hope from a word processor.

3:35But actually, if you copy

3:36and paste from a word bulleted list into a text box,

3:40so it's still on my clipboards, lemme just paste that in

3:42and say please keep the source formatting, then yes,

3:47it has retained that nice alignment of the indents

3:51that we saw in Microsoft Word.

3:52And the beauty of this is this is now an independent piece

3:55of text that you can position in just the right place

3:57without interfering with anything else on your spreadsheet.

4:01So I think that probably is my preferred solution,

4:04but the text has to have been copied from a Word document.

4:07It won't work if you bring it in from a bulleted list

4:10from OneNote, for example.

4:11It has to be Microsoft Word.

4:13Now, the third alternative in my opinion,

4:16is potentially slightly over-engineered,

4:18but there might be some scenarios where it's useful.

4:21And that's to create a custom number format

4:23that includes the bullet.

4:25And that's what's happened with these little entries here.

4:27And this is useful if you've just got short bits of text

4:30that you want to appear with a bullet.

4:32It's not going to capture the indent effect

4:34like we had here.

4:35So as I say, it might be somewhat over-engineered

4:38for what we end up with, but let's give it a go anyway.

4:40And the way we do that is well, first of all, we have to go

4:43and grab the bullet that we want.

4:45So let's create a different bullet style this time

4:47'cause I've already got a number format

4:48for the black circle, so I quite like this lozenge.

4:51So I go to insert that and then close.

4:53And the reason why I'm inserting it is just

4:55so I can pop it on my clipboard.

4:56Let me just press Control + X

4:58to put it on my clipboard there.

5:00Now let's go and create our custom number formats.

5:03Let's go to custom.

5:04And up here where it says general, that's what we're going

5:06to over type with our new number format.

5:08And it's dead easy.

5:09All you have to do is paste in the bullet,

5:12press the space a couple of times

5:13to indicate, you know, the gap you want

5:15between the bullet and the text,

5:16and then put in the little ampersand there

5:18as the placeholder for some text,

5:21but a slight word of warning for you,

5:23not every symbol will work properly

5:25because some of those symbols, you know,

5:27if you wanted the check mark

5:28or something, you know they are a character

5:30from the Wingdings font or the symbol font.

5:33And it won't work properly.

5:34It'll look peculiar when you paste it into here.

5:36So there's only a small number of symbols

5:37that this will work for, but the lozenge works

5:39and obviously, the black circle works.

5:41So if I just click OK to that.

5:43So now let's see, imagine that this is gonna be phase two

5:47and it's gonna be Task 1.

5:49And actually, don't forget, we can use the fill handle

5:51to repeat all sorts of patterns, including our tasks.

5:54You'll see I've already got that indented.

5:56So don't forget, we can indent

5:57or outdent text in our cells here.

5:59But let's apply our new number format with the bullet.

6:02So up we go to our number formatting,

6:04choose more number formats, down to custom

6:06and my one that I created at the end here.

6:09There we go, with the lozenge. Let's click OK.

6:11Ah, very nice.

6:13So to wrap up then, we saw three different workarounds

6:16for creating a bulleted list in Excel.

6:19Firstly, we saw the the low tech solution

6:21where we put the bullet in one column

6:23and the text in the next column.

6:24And I think that's ideal

6:25if you want your notes on a separate sheet

6:27or which was my preferred method, we could copy

6:31and paste a bulleted list from Word into an Excel text box.

6:34And remember, it has to be from Word, not OneNote.

6:37And then finally, we saw

6:38that you could create a custom number format

6:41to capture the bullet.

6:42And that's all you need to put

6:43into the custom number format,

6:44the bullet symbol itself, a couple of spaces.

6:46And then @ is the placeholder for text.

6:49Let me just delete those scribbles

6:50so you can see it for your reference.

6:52But for now, I hope this has been informative for you

6:54and I'd like to thank you for viewing.

Options for Inserting Check Boxes

0:01(soft music)

0:06<v Simona>Every few months or so,</v>

0:08somebody somewhere asks me

0:09how to insert a checkbox in Excel.

0:12And in my humble opinion, this is one of the few features

0:15that Google Sheets handles a bit better than Excel.

0:18And so in this video,

0:19I'd like to show you a couple of options we've got

0:21for creating this kind of effect in Microsoft Excel.

0:25Now, I suppose the really low tech way,

0:28if we wanted a little checkbox

0:29to indicate which of these tasks was complete,

0:31the really low tech way would be to insert a symbol.

0:33So let's just for example,

0:35pick a little checkbox there for that task

0:36to indicate it's complete.

0:37And maybe we could choose the empty box there

0:40to indicate that's not complete.

0:42But I have to say this really is quite horrible,

0:45and I might just have to say

0:46that you can't be my friend anymore if you do it this way,

0:47because those are just symbols.

0:49They don't do anything.

0:50What we really need is something like this here

0:53where we can actually click the little box

0:55to check it or uncheck it

0:57with or without something else happening as well.

0:59So in this example, you can see when it's checked,

1:01the text appears struck through,

1:03and the strike through disappears when it's unchecked.

1:05So this is probably the sort of thing we're after.

1:08And this is actually done using Excel's form controls.

1:11And back in the main Excel course,

1:14if you have been following that,

1:15we did do an example of creating a little worksheet form

1:18in the macros skill.

1:19So you might have come across these before,

1:21but I do just want to do another example with you.

1:22So let me add task four to the end of the list here.

1:25So task number four.

1:26Let's add the little checkbox,

1:28and we do that from the developer ribbon tab.

1:30So if that's not showing,

1:31right click and choose to customize the ribbon

1:33and make sure it's switched on.

1:35And then you can go ahead

1:36and insert this little checkbox form control.

1:39So I can just click and drag to draw that checkbox.

1:42You'll need to delete the default text label there

1:44because we don't need it showing.

1:46And then I can use the adjustment handles

1:47just to adjust that,

1:49and then move it into position.

1:50There we go.

1:52Something like that.

1:53And then when I click away,

1:55well, that might be all you need.

1:56I can just click that to check it

1:57and click it again to uncheck it.

1:59So if that's the effect you want, then job done.

2:02That's quite nice and easy.

2:03But if you want other things to happen

2:05based on whether that checkbox is checked or not,

2:08then there's something else that we need to be aware of.

2:11Because what you probably are inclined to try and do

2:14is to create some sort of if function maybe

2:16that says if that box there is checked,

2:20then do this, otherwise do something else.

2:22But if we were to do that,

2:23we can't point our if functions or whatever

2:26at the checkbox itself,

2:28we have to do something else.

2:29And what we have to do is

2:30we have to identify another cell somewhere

2:34where the status of that checkbox,

2:36whether it's true or false, is captured.

2:38And you'll see that I do have a hidden column here.

2:41So let me just un hide that.

2:42And that's where I've already got the status

2:44of those three check boxes there.

2:46You can see that it changes

2:47depending on the status of the checkbox.

2:49So what I need to do for the one we added is

2:51right click on it.

2:52And incidentally, that's how you get

2:54those adjustment handles back again,

2:55if you want to move it or adjust it.

2:57But go into format control and say,

2:59"I want you to link the results of that checkbox

3:01to that cell there, please."

3:03And then click okay.

3:04So now when I check it or uncheck it, good.

3:07So that means we can actually use the value

3:09that's in this cell in our functions and our formulas,

3:13because that is representing

3:14whether the checkbox is checked or not.

3:16And then once we've put it in our formulas,

3:17we can hide that column like I did before.

3:20So let's try the example like we saw up here

3:22whereby the text is struck through.

3:24That's actually done with conditional formatting.

3:26So I want the appearance of this cell here to change

3:29depending on the value that's in cell D7.

3:32So I'm gonna click on that cell there,

3:34go to the home ribbon tab, choose conditional formatting,

3:36and let's create a new rule.

3:38And I'm gonna use a formula

3:40to determine which cells to format.

3:42So I'm formatting this based on

3:44whether that cell there is true.

3:48And you'll notice that that's gone in

3:50as an absolute cell reference.

3:52If you are gonna put this in,

3:53and then repeat it all the way down,

3:54then you would need to change that

3:56so that it was a relative reference,

3:57so that it did look at the correct linked cell

4:00as it filled down.

4:01But for us just doing a one-off,

4:02it wouldn't have really mattered.

4:04But anyway, the point is,

4:05if that is checked, if it is true,

4:06then I want the text to show as struck through.

4:09So let's just use the option to say yes,

4:10strike it through, please.

4:11Click okay.

4:12Let's try it out.

4:13Check the box, perfect.

4:14Uncheck it, good.

4:16So now I can hide that column again.

4:19So yeah, I'm pretty happy with that.

4:20That's exactly the effect I was after.

4:23But there's actually an alternative method

4:25I want to show you,

4:26which uses entirely conditional formatting.

4:28What we just done, it did use some conditional formatting

4:31to strike through the text here,

4:32but this was done with the form control.

4:34So for this, I want to actually show the little checks here

4:37using conditional formatting.

4:40So what we have to do, first of all,

4:41is to indicate whether a task is complete or not

4:43by putting in a one to say yes, the task is complete,

4:46or a zero to say no, it's not, okay?

4:50And then I'm going to change the appearance of these cells

4:52using conditional formatting,

4:54and I'm gonna basically be saying,

4:56if a one shows there, then give me a green tick.

4:58But if it's a zero, give me a red cross.

5:00So again, that's conditional formatting.

5:01Off we go, let's create a new rule.

5:04And yes, I'm formatting the cells based on their own values,

5:07but I'm going to be using an icon set.

5:10And let's choose, there we go, ticks and crosses.

5:13That's looking promising.

5:14So I'm gonna change these conditions down here.

5:17So I want it to show as a green check mark there

5:19when the value is greater than or equal to a one.

5:23And you must make sure you change the type here

5:25from a percent to an actual number.

5:27I want it to actually look at the number itself

5:29and decide whether it's a one or not,

5:31and if it is, show a green check mark.

5:33And let's just change this to show the red cross.

5:35Therefore, if it's less than or equal to zero,

5:39but let me just change it to number.

5:41There we go.

5:41So I'm hoping...

5:42Oh, and there's one more thing we need to do.

5:44I need to choose the option show icon only.

5:46Otherwise, it will leave the one and the zero

5:48in the cell itself.

5:49But I only want to see the checks or crosses.

5:52So let's click okay to that.

5:54That's looking promising.

5:54Let's just fill that down

5:56and let's choose the option to only fill the formatting.

5:59Perfect.

6:00So if I want to mark task two as complete,

6:03then I click on that cell and type in a one.

6:05I change the value,

6:06the underlying value there to a one or to a zero.

6:09That's how I change it from ticks and crosses.

6:12And I think that does actually look really quite nice.

6:14I mean, it's an attractive display

6:16because it's got a bit of color.

6:17It's a more visual graphical way of working.

6:20And I think either option,

6:21either the conditional formatting one here

6:23or the little form controls over there,

6:25either option is completely feasible.

6:27The one you choose,

6:28I think is gonna depend on the effect you're after

6:30and which one makes best sense

6:31for your particular scenario.

6:33For example, if somebody else is using your spreadsheet,

6:35then it's pretty intuitive to check a box

6:38to mark something as complete,

6:39whereas they might not know

6:40that they would have to change the value to one or zero.

6:43So that might be a factor.

6:45And you'll also see in this spreadsheet itself,

6:47if you weren't following along,

6:49if you unhide these cells here,

6:52I did do an example using conditional formatting

6:54for your reference,

6:55and you will also see

6:56that I have included another conditional formatting rule,

7:00much like we did with this example,

7:02whereby if the value equals one,

7:05then that task also appears struck through.

7:07So same sort of thing.

7:08But you can have a look

7:08at the underlying conditional formatting

7:10for those cells if you choose.

7:12I hope this has been informative for you,

7:14and I'd like to thank you for viewing.

Charting Tips

0:01(bright music)

0:06<v Simona>We've got a whole separate skill</v>

0:08in the main Excel course on using charts

0:10where we see an example of every chart type available.

0:13But in this video, let's run through

0:15a couple of quick tips for your charts.

0:17So let's imagine we want to plot this data on a chart.

0:19And it would be very tempting, wouldn't it,

0:21to just press control A and create a chart from that lot.

0:24But don't forget, you wouldn't normally include

0:26your totals on your chart 'cause those figures

0:28are gonna be much bigger

0:29and therefore it's gonna distort your chart.

0:31So you don't include your totals,

0:32but you do include your titles

0:35so that the chart is correctly labeled.

0:37But actually for this particular example,

0:39I don't want to include the US.

0:41So you can select ranges which aren't next to each other.

0:44So let's say yes, I do want my titles,

0:46and I also want to just plot the UK and Europe.

0:49And notice that I have included that blank cell there

0:52to ensure that the different ranges I've selected

0:54are all the same shape so that they can match up properly

0:57when the chart is created.

0:59But anyway, the keyboard shortcut

1:00to just quickly put in the default chart,

1:02well, you could try F11 to give yourself

1:05a brand new chart on a separate chart sheet,

1:07or if I just go back,

1:09or you could try Alt F1 to give you a new chart

1:12on the same sheet as the selected data.

1:14And sure, you can see that it's used the data

1:17that I've identified there

1:18and everything is appropriately labeled.

1:20But you'll also see that if you are following along with me,

1:23I've got a bar chart here,

1:25rather than the traditional vertical column chart.

1:28And you might be thinking, well, why is that?

1:30Well, that's because I have changed my default chart type.

1:33I mean, let's imagine in our organization

1:35we always use these horizontal bars

1:36rather than the vertical ones,

1:38so you can change your default chart type.

1:40So if you just go to change chart type here,

1:42and then just right click to set as default chart

1:44and you'll see the green check mark there

1:46to indicate that yes, the bar chart is my default,

1:49but actually on this occasion I'm gonna change it

1:52just to the clustered column instead.

1:54So that's probably what you you're used to seeing.

1:56But now let's imagine I want to add

1:58some extra data to this chart.

1:59You know, I belatedly realized

2:00that I did want to include the US figures,

2:02and this is where I'd like you to pay attention

2:05to what you are clicked on in the chart.

2:06So can you see, when I'm clicked on one of the series,

2:09it highlights that for me

2:10and if I click on the other one.

2:12So therefore if I want to include the US,

2:13well just make sure I'm clicked on the chart,

2:15but not on any series in particular,

2:17and then you can actually just extend the selection there

2:20to include the other figures on the chart.

2:22And that's immediately looking a little bit odd

2:24because the US figures are so much bigger

2:26than the other figures so we will address that in a second.

2:29But what I tend to do is

2:31go ahead and create the chart with all of my data,

2:34rather than just a subset like we did,

2:36and then you can use this filter button over here

2:39to turn off any particular series

2:41or categories that you don't need.

2:43So let's imagine I only want to see

2:45the US figures and the UK.

2:47So if I uncheck Europe and then choose apply,

2:49then it's only going to gimme those two series.

2:51But we really do have to deal with

2:53the problem we've got here of the US figures

2:55being so much bigger than the UK figures

2:58that they don't really work very well on the same chart.

3:00So this would be a very good argument

3:02for using a combo chart.

3:04So we'll have one series shown as a line,

3:06you can see in their little preview there

3:08and the other series shown as a bar,

3:10but that's not going to be quite enough

3:11to make this meaningful.

3:13The trick is to make sure that you identify

3:16one of the series to show on a secondary axis.

3:20That means it can use a different scale.

3:22So if I click okay to that,

3:24that is looking much more meaningful.

3:26The UK, the orange line, is using the smaller numbers

3:29on the right hand side here,

3:31whereas the US, the blue blocks,

3:32are using the numbers over on the left hand side here.

3:35But possibly my favorite charting tip

3:37is linking the chart title to the value in a cell.

3:41So you will already know that you can

3:43manually click in there and over type that

3:45with whatever you want as the chart title,

3:47or you could turn off the chart title

3:49altogether if you wanted to.

3:51But let's say I wanted to display

3:53whatever is in this cell here.

3:55So with that chart title selected,

3:57so don't click in it as if you're editing the text,

3:59just with it selected now type your equals

4:02and just click on the cell that you want it to reflect

4:04and then press enter.

4:06Fantastic, that is now linked.

4:08So if I were to change this to say global sales,

4:11then that's going to be reflected in the chart.

4:14So the text is linked but the formatting is not.

4:16So if I were to click back on that title

4:19and change the formatting,

4:20then you can see that is independent

4:23of the formatting of the cell that it's linked to.

4:26As usual, here's your summary of those tips.

4:28But for now, I hope this has been informative for you

4:31and I'd like to thank you for viewing.

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