You need to use Excel in your everyday job if you want to manage massive amounts of data. However, there are still a lot of helpful Excel tips and tricks that are definitely missed.

Even if you think that you have mastered Excel, I recommend you to visit the website of John MacDougal, “How to Excel,” where you will certainly learn something which will help your productivity (and will give you the possibility to impress your colleagues’ thanks to your new Excel skills).

Therefore, here is one of the best posts where he presents a compilation of the best Excel tips and tricks ranging from beginner to pro that will save you time and make you more productive.

Excel Tips and Tricks

Here is just one new trick that I learned today.

If you right-click and drag a range instead of the usual left-click, then you’ll able to do more than just cut and paste. In addition, a whole menu of advanced options is available.

• Move Here – This will cut and paste the selection to the new location.
• Copy Here – This will copy and paste the selection to the new location.
• Copy Here as Values Only – This will copy and paste only the values to the new location.
• Copy Here as Formats Only – This will copy and paste only the formatting to the new location.
• Link Here – This will create a simple cell reference formula for the old location in the new location.
• Create Hyperlink Here – This will create a hyperlinked cell reference to the old location in the new location.
• Shift Down and Copy – This will copy and paste the selection to the new location and shift down any previous data in the new location.
• Shift Right and Copy – This will copy and paste the selection to the new location and shift right any previous data in the new location.
• Shift Down and Move – This will cut and paste the selection to the new location and shift down any previous data in the new location.
• Shift Right and Move – This will cut and paste the selection to the new location and shift right any previous data in the new location
• Cancel – This will cancel the action

The Bottom Line – Mastering Excel Is Necessary

In conclusion, mastering Excel tips and tricks can greatly improve your productivity and efficiency when working with spreadsheets. Therefore, by learning how to use functions and formulas, create graphs and charts, and utilize keyboard shortcuts, you can save time and effort when working with data in Excel.

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A To-Do list is simply a list of tasks that you need to complete. In other words, just much anything and everything may be on your To-Do list.

However, just because you’ve written your tasks down doesn’t imply they’ll actually be done.

You can prioritize your tasks and do excellent work by keeping track of when your assignments are due. The purpose of a To-Do list is to help a person stay organized and prioritize their tasks.

Benefits of Using A To-Do List

There are many benefits to using a to-do list for finance professionals:

1. Improved productivity: A to-do list allows a person to focus on the tasks at hand and avoid distractions. By having a clear list of tasks, a person can work more efficiently and effectively.
2. Better time management: A to-do list helps a person plan their time more effectively. By identifying the most important tasks and prioritizing them, a person can ensure that they are using their time efficiently.
3. Enhanced organization: This list helps a person keep track of all their tasks in one place rather than relying on their memory. This can help a person stay organized and avoid missing important deadlines or tasks.

How to Use A To-Do List?

To use a to-do list, a person can simply write down the tasks they need to complete on a piece of paper or in a digital tool. Some people like to organize their lists by priority or by the due date. You can also use a to-do list to track their progress and mark tasks as complete when they are finished.

1. Open Excel and create a new spreadsheet.
2. Create a column for the task name and a column for the due date. You can also add additional columns for other details, such as the priority of the task or the person responsible for completing it.
3. Enter the tasks and their corresponding details in the appropriate columns.
4. To mark a task as complete, you can use a checkmark symbol or a different font color. You can also create a formula to automatically mark tasks as complete when the due date has passed.
5. If you want to sort your to-do list by priority or due date, you can use Excel‘s sorting feature. To sort your list, select the data you want to sort and click the “Sort” button in the “Data” ribbon.
6. To view only the tasks that are still outstanding, you can use Excel’s filter feature. To filter your list, click the “Filter” button in the “Data” ribbon and select the criteria you want to use to filter your tasks.

Conclusion

In conclusion, a to-do list is a simple yet powerful tool that can help you manage your time, stay organized, and accomplish your goals. By breaking down tasks into smaller, actionable items and prioritizing them, you can better focus on what needs to be done and feel a sense of accomplishment as you check items off your list.

Therefore, it’s important to regularly review and update your To-Do list to ensure that you are making progress and not missing any important deadlines. With a well-crafted to-do list and a little bit of discipline, you can achieve great things and live a more productive and fulfilling life. By using Excel to create and manage your to-do list, you can easily track your tasks, prioritize them, and stay organized.

Here is a great To Do List by Jon Macdougall, the Excel MVP. Use it for yourself, for your team, for your meetings, or for project management with other people. You can tailor this template and take the habit of using it instead of redoing the design of your To-Do List each time you create a new one.

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After my seven years as an auditor, I thought that I knew most of the important functions of Excel until I saw the Slicer function.

If you are working with Pivot Table, if you are filtering tables to create reports, or if you need to build a dynamic dashboard, you will love this function.

What is Slicer?

A slicer is a tool that enables users to utilize buttons to filter Pivot Tables or Excel Tables. A slicer does the same task as filtering a list with filter controls.

On the other hand, Slicers offer big, friendly buttons that are constantly visible in place of drop-down menus.

The buttons are generated automatically using data values.  In addition to filtering out the data, Slicers assist you in easily comprehending the information retrieved and shown on the screen.

Below are examples and a tutorial to learn how to integrate slicers. Believe me, it is really easy!

Here are examples of how it helps you.

How Do You Use Slicer Function in Excel?

Here are some examples of how to use it:

• Step-by-step tutorial page
• Official Office tutorial
• Example of a Dashboard with Graphs

Conclusion – Slicer Function Can Boost Your Efficiency

Slicers offer multiple benefits to simplify life while performing real-time data analysis in Excel. Therefore, here are some significant advantages:

• Together with formulas, the Slicer formulas are simple to copy or move to various tables.
• Slicers replace the brute-force approach of manually filtering the data by making it simple and quick to obtain the needed information in a short amount of time.
•  Excel’s slicers help to protect data security and integrity since the user is only interested in filtering out the essential information and not tampering with the actual data.

If you want to receive more finance tips like this, feel free to sign up for my newsletter. If you subscribe, every two weeks, you will receive an email from which I share best practices, career advice, templates, and insights for Finance Professionals.