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2021 CustomGuide Inc Click the topic links for free lessons Contact Us salescustomguidecom Columns Microsoft Excel Che at Sheet Basic Skills The Excel Program Screen Keyboard Shortcuts Getting Started Create a Workbook Click the File tab and select New or press Ctrl N Doubleclick a workbook Open a Workbook Click the File tab and select Open or press Ctrl O Select a recent file or navigate to the location where the file is saved Preview and Print a Workbook Click the File tab and select Print Undo Click the Undo button on the Quick Access Toolbar Redo or Repeat Click the Redo button on the Quick Access Toolbar The button turns to Repeat once everything has been redone Use Zoom Click and drag the zoom slider to the left or right Select a Cell Click a cell or use the keyboard arrow keys to select it Select a Cell Range Click and drag to select a range of cells Or press and hold down the Shift key while using the arrow keys to move the selection to the last cell of the range Select an Entire Worksheet Click the Select All button where the column and row headings meet Select NonAdjacent Cells Click the first cell or cell range hold down the Ctrl key and select any nonadjacent cell or cell range Cell Address Cells are referenced by the coordinates made from their column letter and row number such as cell A1 B2 etc Jump to a Cell Click in the Name Box type the cell address you want to go to and press Enter Change Views Click a View button in the status bar Or click the View tab and select a view Recover an Unsaved Workbook Restart Excel If a workbook can be recovered it will appear in the Document Recovery pane Or click the File tab click Recover unsaved workbooks to open the pane and select a workbook from the pane General Open a workbook Ctrl O Create a new workbook Ctrl N Save a workbook Ctrl S Print a workbook Ctrl P Close a workbook Ctrl W Help F1 Activate Tell Me field Alt Q Spell check F7 Calculate worksheets F9 Create absolute reference F4 Navigation Move between cells Right one cell Tab Left one cell Shift Tab Down one cell Enter Up one cell Shift Enter Down one screen Page Down To first cell of active row Home Enable End mode End To cell A1 Ctrl Home To last cell Ctrl End Editing Cut Ctrl X Copy Ctrl C Paste Ctrl V Undo Ctrl Z Redo Ctrl Y Find Ctrl F Replace Ctrl H Edit active cell F2 Clear cell contents Delete Formatting Bold Ctrl B Italics Ctrl I Underline Ctrl U Open Format Cells Ctrl Shift dialog box F Select All Ctrl A Select entire row Shift Space Select entire column Ctrl Space Hide selected rows Ctrl 9 Hide selected columns Ctrl 0 Quick Access Toolbar Title Bar Formula Bar Close Button Ribbon File Tab Name Box Rows Scroll Bars Active Cell Views Zoom Slider Worksheet Tab Free Cheat Sheets Visit refcustomguidecom 2021 CustomGuide Inc Click the topic links for free lessons Contact Us salescustomguidecom Edit a Workbook Edit a Cells Contents Select a cell and click in the Formula Bar or doubleclick the cell Edit the cells contents and press Enter Clear a Cells Contents Select the cells and press the Delete key Or click the Clear button on the Home tab and select Clear Contents Cut or Copy Data Select cells and click the Cut or Copy button on the Home tab Paste Data Select the cell where you want to paste the data and click the Paste button in the Clipboard group on the Home tab Preview an Item Before Pasting Place the insertion point where you want to paste click the Paste button list arrow in the Clipboard group on the Home tab and hold the mouse over a paste option to preview Paste Special Select the destination cells click the Paste button list arrow in the Clipboard group on the Home tab and select Paste Special Select an option and click OK Move or Copy Cells Using Drag and Drop Select the cells you want to move or copy position the pointer over any border of the selected cells then drag to the destination cells To copy hold down the Ctrl key before starting to drag Find and Replace Text Click the Find Select button select Replace Type the text you want to find in the Find what box Type the replacement text in the Replace with box Click the Replace All or Replace button Check Spelling Click the Review tab and click the Spelling button For each result select a suggestion and click the ChangeChange All button Or click the IgnoreIgnore All button Insert a Column or Row Rightclick to the right of the column or below the row you want to insert Select Insert in the menu or click the Insert button on the Home tab Delete a Column or Row Select the row or column headings you want to remove Right click and select Delete from the contextual menu or click the Delete button in the Cells group on the Home tab Hide Rows or Columns Select the rows or columns you want to hide click the Format button on the Home tab select Hide Unhide and select Hide Rows or Hide Columns Basic Formatting Change Cell Alignment Select the cells you want to align and click a vertical alignment button or a horizontal alignment button in the Alignment group on the Home tab Format Text Use the commands in the Font group on the Home tab or click the dialog box launcher in the Font group to open the dialog box Format Values Use the commands in the Number group on the Home tab or click the dialog box launcher in the Number group to open the Format Cells dialog box Wrap Text in a Cell Select the cells that contain text you want to wrap and click the Wrap Text button on the Home tab Merge Cells Select the cells you want to merge Click the Merge Center button list arrow on the Home tab and select a merge option Cell Borders and Shading Select the cells you want to format Click the Borders button andor the Fill Color button and select an option to apply to the selected cell Copy Formatting with the Format Painter Select the cells with the formatting you want to copy Click the Format Painter button in the Clipboard group on the Home tab Then select the cells you want to apply the copied formatting to Adjust Column Width or Row Height Click and drag the right border of the column header or the bottom border of the row header Double click the border to AutoFit the column or row according to its contents Basic Formulas Enter a Formula Select the cell where you want to insert the formula Type and enter the formula using values cell references operators and functions Press Enter Insert a Function Select the cell where you want to enter the function and click the Insert Function button next to the formula bar Reference a Cell in a Formula Type the cell reference for example B5 in the formula or click the cell you want to reference SUM Function Click the cell where you want to insert the total and click the Sum button in the Editing group on the Home tab Enter the cells you want to total and press Enter MIN and MAX Functions Click the cell where you want to place a minimum or maximum value for a given range Click the Sum button list arrow on the Home tab and select either Min or Max Enter the cell range you want to reference and press Enter COUNT Function Click the cell where you want to place a count of the number of cells in a range that contain numbers Click the Sum button list arrow on the Home tab and select Count Numbers Enter the cell range you want to reference and press Enter Complete a Series Using AutoFill Select the cells that define the pattern ie a series of months or years Click and drag the fill handle to adjacent blank cells to complete the series Insert an Image Click the Insert tab on the ribbon click either the Pictures or Online Pictures button in the Illustrations group select the image you want to insert and click Insert Insert a Shape Click the Insert tab on the ribbon click the Shapes button in the Illustrations group and select the shape you wish to insert Hyperlink Text or Images Select the text or graphic you want to use as a hyperlink Click the Insert tab then click the Link button Choose a type of hyperlink in the left pane of the Insert Hyperlink dialog box Fill in the necessary informational fields in the right pane then click OK Modify Object Properties and Alternative Text Rightclick an object Select Edit Alt Text in the menu and make the necessary modifications under the Properties and Alt Text headings View and Manage Worksheets Insert a New Worksheet Click the Insert Worksheet button next to the sheet tabs below the active sheet Or press Shift F11 Delete a Worksheet Rightclick the sheet tab and select Delete from the menu Hide a Worksheet Rightclick the sheet tab and select Hide from the menu Rename a Worksheet Doubleclick the sheet tab enter a new name for the worksheet and press Enter Change a Worksheets Tab Color Rightclick the sheet tab select Tab Color and choose the color you want to apply Move or Copy a Worksheet Click and drag a worksheet tab left or right to move it to a new location Hold down the Ctrl key while clicking and dragging to copy the worksheet Switch Between Excel Windows Click the View tab click the Switch Windows button and select the window you want to make active Freeze Panes Activate the cell where you want to freeze the window click the View tab on the ribbon click the Freeze Panes button in the Window group and select an option from the list Select a Print Area Select the cell range you want to print click the Page Layout tab on the ribbon click the Print Area button and select Set Print Area Adjust Page Margins Orientation Size and Breaks Click the Page Layout tab on the ribbon and use the commands in the Page Setup group or click the dialog box launcher in the Page Setup group to open the Page Setup dialog box Basic Formatting Insert Objects 2021 CustomGuide Inc Click the topic links for free lessons Contact Us salescustomguidecom Microsoft Excel Cheat Sheet Intermediate Skills Chart Elements Charts Create a Chart Select the cell range that contains the data you want to chart Click the Insert tab on the ribbon Click a chart type button in the Charts group and select the chart you want to insert Move or Resize a Chart Select the chart Place the cursor over the charts border and with the 4 headed arrow showing click and drag to move it Or click and drag a sizing handle to resize it Change the Chart Type Select the chart and click the Design tab Click the Change Chart Type button and select a different chart Filter a Chart With the chart you want to filter selected click the Filter button next to it Deselect the items you want to hide from the chart view and click the Apply button Position a Charts Legend Select the chart click the Chart Elements button click the Legend button and select a position for the legend Show or Hide Chart Elements Select the chart and click the Chart Elements button Then use the check boxes to show or hide each element Insert a Trendline Select the chart where you want to add a trendline Click the Design tab on the ribbon and click the Add Chart Element button Select Trendline from the menu Charts Insert a Sparkline Select the cells you want to summarize Click the Insert tab and select the sparkline you want to insert In the Location Range field enter the cell or cell range to place the sparkline and click OK Create a Dual Axis Chart Select the cell range you want to chart click the Insert tab click the Combo button and select a combo chart type Print and Distribute Set the Page Size Click the Page Layout tab Click the Size button and select a page size Set the Print Area Select the cell range you want to print Click the Page Layout tab click the Print Area button and select Set Print Area Print Titles Gridlines and Headings Click the Page Layout tab Click the Print Titles button and set which items you wish to print Add a Header or Footer Click the Insert tab and click the Header Footer button Complete the header and footer fields Adjust Margins and Orientation Click the Page Layout tab Click the Margins button to select from a list of common page margins Click the Orientation button to choose Portrait or Landscape orientation Column Used to compare different values vertically sideby side Each value is represented in the chart by a vertical bar Line Used to illustrate trends over time days months years Each value is plotted as a point on the chart and values are connected by a line Pie Useful for showing values as a percentage of a whole when all the values add up to 100 The values for each item are represented by different colors Bar Similar to column charts except they display information in horizontal bars rather than in vertical columns Area Similar to line charts except the areas beneath the lines are filled with color XY Scatter Used to plot clusters of values using single points Multiple items can be plotted by using different colored points or different point symbols Stock Effective for reporting the fluctuation of stock prices such as the high low and closing points for a certain day Surface Useful for finding optimum combinations between two sets of data Colors and patterns indicate values that are in the same range Chart Options Chart Types Additional Chart Elements Data Labels Display values from the cells of the worksheet on the plot area of the chart Data Table A table added next to the chart that shows the worksheet data the chart is illustrating Error Bars Help you quickly identify standard deviations and error margins Trendline Identifies the trend of the current data not actual values Can also identify forecasts for future data Chart Title Data Bar Chart Area Axis Titles Legend Chart Elements Chart Styles Chart Filters Gridline Free Cheat Sheets Visit refcustomguidecom 2021 CustomGuide Inc Click the topic links for free lessons Contact Us salescustomguidecom Intermediate Formulas Absolute References Absolute references always refer to the same cell even if the formula is moved In the formula bar add dollar signs to the reference you want to remain absolute for example A1 makes the column and row remain constant Name a Cell or Range Select the cells click the Name box in the Formula bar type a name for the cell or range and press Enter Names can be used in formulas instead of cell addresses for example B4Rate Reference Other Worksheets To reference another worksheet in a formula add an exclamation point after the sheet name in the formula for example FebruarySalesB4 Reference Other Workbooks To reference another workbook in a formula add brackets around the file name in the formula for example FebruarySalesxlsxSheet1B4 Order of Operations When calculating a formula Excel performs operations in the following order Parentheses Exponents Multiplication and Division and finally Addition and Subtraction as they appear left to right Use this mnemonic device to remember them Please Parentheses Excuse Exponents My Multiplication Dear Division Aunt Addition Sally Subtraction Concatenate Text Use the CONCAT function CONCATtext1text2 to join the text from multiple cells into a single cell Use the arguments within the function to define the text you want to combine as well as any spaces or punctuation Payment Function Use the PMT function PMTratenperpv to calculate a loan amount Use the arguments within the function to define the loan rate number of periods and present value and Excel calculates the payment amount Date Functions Date functions are used to add a specific date to a cell Some common date functions in Excel include Date DATEyearmonthday Today TODAY Now NOW Display Worksheet Formulas Click the Formulas tab on the ribbon and then click the Show Formulas button Click the Show Formulas button again to turn off the formula view Manage Data Export Data Click the File tab At the left select Export and click Change File Type Select the file type you want to export the data to and click Save As Import Data Click the Data tab on the ribbon and click the Get Data button Select the category and data type and then the file you want to import Click Import verify the preview and then click the Load button Use the Quick Analysis Tools Select the cell range you want to summarize Click the Quick Analysis button that appears Select the analysis tool you want to use Choose from formatting charts totals tables or sparklines Outline and Subtotal Click the Data tab on the ribbon and click the Subtotal button Use the dialog box to define which column you want to subtotal and the calculation you want to use Click OK Use Flash Fill Click in the cell to the right of the cells where you want to extract or combine data Start typing the data in the column When a pattern is recognized Excel predicts the remaining values for the column Press Enter to accept the Flash Fill values Create a Data Validation Rule Select the cells you want to validate Click the Data tab and click the Data Validation button Click the Allow list arrow and select the data you want to allow Set additional validation criteria options and click OK Tables Format a Cell Range as a Table Select the cells you want to apply table formatting to Click the Format as Table button in the Styles group of the Home tab and select a table format from the gallery Sort Data Select a cell in the column you want to sort Click the Sort Filter button on the Home tab Select a sort order or select Custom Sort to define specific sort criteria Filter Data Click the filter arrow for the column you want to filter Uncheck the boxes for any data you want to hide Click OK Add Table Rows or Columns Select a cell in the row or column next to where you want to add blank cells Click the Insert button list arrow on the Home tab Select either Insert Table Rows Above or Insert Table Columns to the Left Tables Remove Duplicate Values Click any cell in the table and click the Data tab on the ribbon Click the Remove Duplicates button Select which columns you want to check for duplicates and click OK Insert a Slicer With any cell in the table selected click the Design tab on the ribbon Click the Insert Slicer button Select the columns you want to use as slicers and click OK Table Style Options Click any cell in the table Click the Design tab on the ribbon and select an option in the Table Style Options group Intermediate Formatting Apply Conditional Formatting Select the cells you want to format On the Home tab click the Conditional Formatting button Select a conditional formatting category and then the rule you want to use Specify the format to apply and click OK Apply Cell Styles Select the cells you want to format On the Home tab click the Cell Styles button and select a style from the menu You can also select New Cell Style to define a custom style Apply a Workbook Theme Click the Page Layout tab on the ribbon Click the Themes button and select a theme from the menu Collaborate with Excel Add a Cell Comment Click the cell where you want to add a comment Click the Review tab on the ribbon and click the New Comment button Type your comment and then click outside of it to save the text Invite People to Collaborate Click the Share button on the ribbon Enter the email addresses of people you want to share the workbook with Click the permissions button select a permission level and click Apply Type a short message and click Send Coauthor Workbooks When another user opens the workbook click the users picture or initials on the ribbon to see what they are editing Cells being edited by others appear with a colored border or shading Protect a Worksheet Before protecting a worksheet you need to unlock any cells you want to remain editable after the protection is applied Then click the Review tab on the ribbon and click the Protect Sheet button Select what you want to remain editable after the sheet is protected Add a Workbook Password Click the File tab and select Save As Click Browse to select a save location Click the Tools button in the dialog box and select General Options Set a password to open andor modify the workbook Click OK 2021 CustomGuide Inc Click the topic links for free lessons Contact Us salescustomguidecom Microsoft Excel Cheat Sheet Advanced Skills PivotTable Elements PivotTables Create a PivotTable Select the data range to be used by the PivotTable Click the Insert tab on the ribbon and click the PivotTable button in the Tables group Verify the range and then click OK Add Multiple PivotTable Fields Click a field in the field list and drag it to one of the four PivotTable areas that contains one or more fields Filter PivotTables Click and drag a field from the field list into the Filters area Click the fields list arrow above the PivotTable and select the values you want to filter Group PivotTable Values Select a cell in the PivotTable that contains a value you want to group by Click the Analyze tab on the ribbon and click the Group Field button Specify how the PivotTable should be grouped and then click OK Refresh a PivotTable With the PivotTable selected click the Analyze tab on the ribbon Click the Refresh button in the Data group Format a PivotTable With the PivotTable selected click the Design tab Then select desired formatting options from the PivotTable Options group and the PivotTable Styles group PivotCharts Create a PivotChart Click any cell in a PivotTable and click the Analyze tab on the ribbon Click the PivotChart button in the Tools group Select a PivotChart type and click OK Modify PivotChart Data Drag fields into and out of the field areas in the task pane Refresh a PivotChart With the PivotChart selected click the Analyze tab on the ribbon Click the Refresh button in the Data group Modify PivotChart Elements With the PivotChart selected click the Design tab on the ribbon Click the Add Chart Element button in the Chart Elements group and select the items you want to add to the chart Apply a PivotChart Style Select the PivotChart and click the Design tab on the ribbon Select a style from the gallery in the Chart Styles group Update Chart Type With the PivotChart selected click the Design tab on the ribbon Click the Change Chart Type button in the Type group Select a new chart type and click OK Enable PivotChart Drill Down Click the Analyze tab Click the Field Buttons list arrow in the ShowHide group and select Show ExpandCollapse Entire Field Buttons The PivotTable Fields pane controls how data is represented in the PivotTable Click anywhere in the PivotTable to activate the pane It includes a Search field a scrolling list of fields these are the column headings in the data range used to create the PivotTable and four areas in which fields are placed These four areas include Filters If a field is placed in the Filters area a menu appears above the PivotTable Each unique value from the field is an item in the menu which can be used to filter PivotTable data Column Labels The unique values for the fields placed in the Columns area appear as column headings along the top of the PivotTable Row Labels The unique values for the fields placed in the Rows area appear as row headings along the left side of the PivotTable Values The values are the meat of the PivotTable or the actual data thats calculated for the fields placed in the rows andor columns area Values are most often numeric calculations Not all PivotTables will have a field in each area and sometimes there will be multiple fields in a single area PivotTable Layout PivotTable Fields Pane The Layout Group Subtotals Show or hide subtotals and specify their location in the PivotTable Grand Totals Add or remove grand total rows for columns andor rows Report Layout Adjust the report layout to show in compact outline or tabular form Blank Rows Emphasize groups of data by manually adding blank rows between grouped items Free Cheat Sheets Visit refcustomguidecom Field List PivotTable Field Areas PivotTable Fields Pane Fields Pane Options Tools Menu Search PivotTable Fields Active PivotTable 2021 CustomGuide Inc Click the topic links for free lessons Contact Us salescustomguidecom Macros Enable the Developer Tab Click the File tab and select Options Select Customize Ribbon at the left Check the Developer check box and click OK Record a Macro Click the Developer tab on the ribbon and click the Record Macro button Type a name and description then specify where to save it Click OK Complete the steps to be recorded Click the Stop Recording button on the Developer tab Run a Macro Click the Developer tab on the ribbon and click the Macros button Select the macro and click Run Edit a Macro Click the Developer tab on the ribbon and click the Macros button Select a macro and click the Edit button Make the necessary changes to the Visual Basic code and click the Save button Delete a Macro Click the Developer tab on the ribbon and click the Macros button Select a macro and click the Delete button Macro Security Click the Developer tab on the ribbon and click the Macro Security button Select a security level and click OK Troubleshoot Formulas Common Formula Errors The column isnt wide enough to display all cell data NAME The text in the formula isnt recognized VALUE There is an error with one or more formula arguments DIV0 The formula is trying to divide a value by 0 REF The formula references a cell that no longer exists Trace Precedents Click the cell containing the value you want to trace and click the Formulas tab on the ribbon Click the Trace Precedents button to see which cells affect the value in the selected cell Error Checking Select a cell containing an error Click the Formulas tab on the ribbon and click the Error Checking button in the Formula Auditing group Use the dialog to locate and fix the error The Watch Window Select the cell you want to watch Click the Formulas tab on the ribbon and click the Watch Window button Click the Add Watch button Ensure the correct cell is identified and click Add Evaluate a Formula Select a cell with a formula Click the Formulas tab on the ribbon and click the Evaluate Formula button Advanced Formatting Customize Conditional Formatting Click the Conditional Formatting button on the Home tab and select New Rule Select a rule type then edit the styles and values Click OK Edit a Conditional Formatting Rule Click the Conditional Formatting button on the Home tab and select Manage Rules Select the rule you want to edit and click Edit Rule Make your changes to the rule Click OK Change the Order of Conditional Formatting Rules Click the Conditional Formatting button on the Home tab and select Manage Rules Select the rule you want to resequence Click the Move Up or Move Down arrow until the rule is positioned correctly Click OK Analyze Data Goal Seek Click the Data tab on the ribbon Click the WhatIf Analysis button and select Goal Seek Specify the desired value for the given cell and which cell can be changed to reach the desired result Click OK Advanced Formulas Nested Functions A nested function is when one function is tucked inside another function as one of its arguments like this IF Performs a logical test to return one value for a true result and another for a false result AND OR NOT Often used with IF to support multiple conditions AND requires multiple conditions OR accepts several different conditions NOT returns the opposite of the condition SUMIF and AVERAGEIF Calculates cells that meet a condition SUMIF finds the total AVERAGEIF finds the average Advanced Formulas VLOOKUP Looks for and retrieves data from a specific column in a table HLOOKUP Looks for and retrieves data from a specific row in a table UPPER LOWER and PROPER Changes how text is capitalized UPPER Case lower case Proper Case LEFT and RIGHT Extracts a given number of characters from the left or right MID Extracts a given number of characters from the middle of text the example below would return day MATCH Locates the position of a lookup value in a row or column INDEX Returns a value or the reference to a value from within a range Jan Feb Total 13020 7010 6010 Request a Free Trial infocustomguidecom 6128715004 Get More Free Quick References Visit 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