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Excel Cheat Sheet

This document provides a comprehensive overview of basic and advanced Excel operations, including workbook and worksheet management, data formatting, essential functions, data tools, and pivot tables. It also covers advanced features like macros and Power Query, along with keyboard shortcuts for efficiency. The content is designed to aid users in mastering Excel for data analysis and management.

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Akanksha Singireddy
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14 views

Excel Cheat Sheet

This document provides a comprehensive overview of basic and advanced Excel operations, including workbook and worksheet management, data formatting, essential functions, data tools, and pivot tables. It also covers advanced features like macros and Power Query, along with keyboard shortcuts for efficiency. The content is designed to aid users in mastering Excel for data analysis and management.

Uploaded by

Akanksha Singireddy
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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1.

Basic Excel Operations

●​ Workbook & Worksheet: A workbook contains multiple worksheets.


●​ Cells, Rows, and Columns: Data is stored in cells, arranged in rows
(1,2,3...) and columns (A, B, C...).
●​ Ribbon & Quick Access Toolbar: Contains commands for formatting,
inserting, and analyzing data.
●​ Shortcut Keys:
○​ Ctrl + C – Copy
○​ Ctrl + V – Paste
○​ Ctrl + Z – Undo
○​ Ctrl + Y – Redo
○​ Ctrl + S – Save
○​ Ctrl + P – Print
○​ F2 – Edit a cell

2. Formatting Data

●​ Number Formatting: Convert data into currency, percentage, date, etc.


●​ Cell Formatting: Change font, color, borders, and alignment.
●​ Conditional Formatting: Highlight cells based on values.
●​ Merge & Center: Combine multiple cells into one.
●​ Wrap Text: Display text on multiple lines within a cell.

3. Essential Functions

A. Mathematical & Statistical Functions

●​ SUM(range) – Adds all numbers in a range.


●​ AVERAGE(range) – Returns the average.
●​ COUNT(range) – Counts numeric values.
●​ COUNTA(range) – Counts non-empty cells.
●​ ROUND(number, num_digits) – Rounds a number.
●​ RAND() – Generates a random number between 0 and 1.
●​ RANDBETWEEN(bottom, top) – Returns a random number within a
specified range.

B. Logical Functions

●​ IF(condition, value_if_true, value_if_false) – Returns


values based on conditions.
●​ AND(condition1, condition2, …) – Returns TRUE if all conditions
are met.
●​ OR(condition1, condition2, …) – Returns TRUE if any condition is
met.
●​ NOT(logical) – Reverses a condition.

C. Text Functions

●​ LEFT(text, num_chars) – Extracts characters from the left.


●​ RIGHT(text, num_chars) – Extracts characters from the right.
●​ MID(text, start_num, num_chars) – Extracts a substring.
●​ LEN(text) – Returns the length of text.
●​ TRIM(text) – Removes extra spaces.
●​ UPPER(text) – Converts text to uppercase.
●​ LOWER(text) – Converts text to lowercase.

D. Lookup & Reference Functions

●​ VLOOKUP(value, table, col_index, [range_lookup]) –


Searches vertically.
●​ HLOOKUP(value, table, row_index, [range_lookup]) –
Searches horizontally.
●​ XLOOKUP(lookup_value, lookup_array, return_array,
[if_not_found]) – Searches dynamically.
●​ INDEX(array, row_num, [col_num]) – Returns value at a specified
position.
●​ MATCH(value, lookup_array, [match_type]) – Returns position
of a value.

E. Date & Time Functions

●​ TODAY() – Returns the current date.


●​ NOW() – Returns current date & time.
●​ DATE(year, month, day) – Creates a date.
●​ YEAR(date) – Extracts the year.
●​ MONTH(date) – Extracts the month.
●​ DAY(date) – Extracts the day.

F. Financial Functions

●​ FV(rate, nper, pmt, [pv], [type]) – Future value of an


investment.
●​ PV(rate, nper, pmt, [fv], [type]) – Present value of an
investment.
●​ PMT(rate, nper, pv, [fv], [type]) – Monthly payment for a
loan.

4. Data Tools

●​ Sorting & Filtering: Arrange and filter data based on conditions.


●​ Data Validation: Restrict inputs in a cell.
●​ Remove Duplicates: Eliminate duplicate values from a dataset.
●​ Text to Columns: Split text into separate columns.
●​ Flash Fill: Automatically fills data based on patterns.

5. Pivot Tables & Charts

●​ Pivot Tables: Summarize large data sets with drag-and-drop functionality.


●​ Pivot Charts: Graphically represent pivot table data.
●​ Common Charts:
○​ Column Chart – Compare data categories.
○​ Line Chart – Show trends over time.
○​ Pie Chart – Display proportions.
○​ Bar Chart – Compare data across categories.
○​ Scatter Plot – Show relationships between two variables.
○​ Histogram – Display frequency distribution of data.
○​ Waterfall Chart – Analyze financial data changes over time.

6. Advanced Excel Features

●​ Macros: Automate repetitive tasks using VBA.


●​ Power Query: Transform and clean data efficiently.
●​ Power Pivot: Perform advanced data analysis.
●​ What-If Analysis: Forecast outcomes using Goal Seek and Scenario
Manager.
●​ Solver: Optimize complex problem-solving.

7. Keyboard Shortcuts for Efficiency

●​ Ctrl + T – Create a table.


●​ Ctrl + F – Find.
●​ Ctrl + H – Replace.
●​ Ctrl + Shift + L – Apply filter.
●​ Alt + Enter – Insert a new line in a cell.
●​ Ctrl + Shift + % – Apply percentage format.
●​ Ctrl + Shift + $ – Apply currency format.
●​ Ctrl + (backtick) – Show formulas.

Every expert was once a beginner—keep learning, keep growing, and success will follow

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