Excel Time-Savers - 5 Hidden Features for Busy People
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- čas přidán 31. 05. 2024
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You'll learn 5 Excel features that are mega time-savers. Useful for beginners and advanced Excel users. All of these tips are easy to apply for any level. Here's what we cover:
1. Quick-Jump Excel Bookmarks: Navigating across a large workbook can be challenging. If only there were built-in bookmarks in Excel. There's a trick to achieve the same result, though: use the Name Box.
2. Analyze Data for instant insights: You need to quickly analyze an unfamiliar dataset? Why not outsource it to AI! There's an AI feature built into Excel that can do it for you. You'll find it on the Home tab, it's called Analyze Data. When you run it, it will auto-generate some ready-to-use insights in the form of pivot tables and pivot charts, or you can ask for something specific, like "give me 5 products with lowest customer ratings". It will interpret the question in data analyst terms and prepare a pivot table for you. You can then simply insert it into your report.
3. One-Click Forecasting: Would you like to forecast your future sales revenues based on past data? Select the dataset, go to the Data tab and click on Forecast Sheet. Future sales data is automatically forecasted, even accounting for seasonality.
4. Quick Analysis Tool: This one packs a whole bunch of features in a single shortcut. It's like your personal Excel assistant that you can ask for almost anything. Select the data you're working with, then press Ctrl+Q to bring up the Quick Analysis menu. It allows you to add conditional formatting, charts, totals, tables and sparklines based on your data.
5. The ultimate timesaver - Power Query: I've saved the best for last. You probably know by now that Power Query is my favorite tool. It allows you to grab data from many different sources, like text/csv, web, pdf, and more. But it also allows you to do complex transformations on the data right there in your workbook in a couple of very simple clicks. In the video, I show you how to pivot a column, but there's a ton more that you can achieve with this amazing tool. And the best part? It's fully dynamic. When your data grows, all you have to do is refresh.
00:00 Excel Timesaver features
00:20 Excel Bookmarks
02:16 How to delete a bookmark
02:30 AI Powered Data Analysis
04:29 One-Click Forecasting
06:27 Quick Analysis Tool
08:48 Power Query the ultimate timesaver
09:42 Convert Rows to Columns with Power Query (pivot data)
11:45 Learn Power Query from scratch
13:37 Wrap Up
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P.S. Addressing this here since I saw it in the comments - "Why not use a pivot table?" Very smart question - and the answer is you can certainly use a pivot table - why I didn't use one is because originally I'd added some gaps in the data but I went over 10 clicks 😁 during the cleaning process. The advantage with PQ as you probably know by now is the cleaning we can do before and also that the data can come from another file or another source. One advantage of using PQ here instead of a Pivot table is we don't have the restriction with the pivot table layout. That does annoy me sometimes🙂
I have multiple worksheets in Excel. How to freeze my first worksheet so that it can be easy to navigate & return back
Along Came a Spider
Stop the Sheet
Oh! Silence of the Lamb's
Analyse Ann ii
I’m solid with excel, and yet Leila still teaches me something every time!
The learning never stops 😊 Thanks for tuning in, Jake!
So true!
Me too, I'm always learning new and useful things!
@@LeilaGharani Please can you do a video on your achieving Microsoft MVP honours
@@LeilaGharani
Please can you do a video on how you got your Microsoft MVP
I'm from Nigeria and I've been inspired by your Microsoft Excel Enthusiasm and I like to know the path you took in becoming a Microsoft MVP
Lelia's Power Query course is amazing! I learned so much and was able to automate several time consuming reporting tasks and save hours of work. I have also taken the VBA and Dashboard courses which were also extremely helpful. The skills I learned from Lelia have allowed me to impress my managers and become the go to for our division for complex Excel tasks. This took me to the next level in my career. I recommend Leila's courses to anyone who wants to build or improve their Excel skills.
Thank you for your kind words! It's great to hear our courses have supported your career advancement. Your recommendation means a lot to me! 🙏
Using the Name box for bookmarking a cell within a tab of a large spreadsheet-brilliant!
The tip about Bookmarks is enhanced by the Go To, Ctrl-G, keyboard shortcut. Ctrl-G opens a dialog box showing the available bookmarks (along with tables) in the upper window titled "Go to:". Click the desired bookmark to go there. Then, to go back to where you started, click Ctrl-G again. The location of the prior cell (before clicking Ctrl-G initially) appears in the lower window titled "Reference". Click ok and you are back to where you started.
In one of my large workbooks, I have a sheet called "Clipboard" where I store repeatedly used text and that I have bookmarked. Ctrl-G facilitates copying and pasting from the Clipboard worksheet in this workbook.
Turn that Clipboard page into an internal navigation tool by turning them into clickable Links. Insert | Link | Place in This Document
Wow
Many thanks
By far the best Excel tutorials online. Thank you.
Your videos are so great. You constantly present different features Excel has to offer, and we are greatly appreciative of you!
Thank you, Leila.
Very helpful ..thanks !
Thanks, Leila. Loved the data analysis/power skill, featured in #2 and #5!
You are a real Mrs Excel.
Many thanks Leila, always learning something new...
Thanks Leila! By far, Power Query is my favorite. As I've improved my PQ skills (and DAX and Power BI), I have dramatically increased my efficiency. Also, on tip #1 for navigation, another way to quickly navigate is to right-click on the left-right arrow right before the first sheet tab in the workbook (right above where it says "Ready"). An Activate box pops up, and you can quickly choose the sheet you want.
Great tip! Thanks for sharing, Chris!
Yes, Correct
Hyperlink is also an another option to navigate.
I use Ctr + G and then type the name range that I made to navigate to specific sheet or cell. I find it so handy because I rarely use mouse.
Pivot columns! That’s what I’ve wanted on a power query problem. Thank you!
power query is the ultimate winner !!!
Hi Leila, you are the best of all the best Excel experts. This video is one of the best. Thank you.
Nice video
Thank you so much Leila for the video
This is amazing... Loved this one!
Great 👍🏽
Thanks for mentoring and making lives easier! ❤️ from India
Thank you!
3:05 I teach a lot of people on filter top and bottom values (using normal filters) It's so unknown and save so much time! Thanks Leila for the great Analyze AI Tip!!!
I’m one of the 51,323 students! Truly life changing, Leila! Thanks!❤️
Great and useful tips, with the same clarity of always!
Like always...you are amazing!
Great tip, Leila! Thank you so much, this will be helpful when I analyze data. I will try this on my current xls project.
Thanks!
Thank you!
Wow. Great timesavers
I'm familiar with all the tricks, but I learnt some new tricks from the 4th tip. Always great learning from Leila.
Ohh my goodness !!! I absolutely love the way you explain MS excel, MS PowerPoint. You have nice presentation skills. You know how to attract customers.
Thanks a lot!!!
Very insightful. Thank you leila. Lots of love from India.
I love these videos!
Thanks teacher ❤
Thanks Leila. You're amazing.
I recently used named manager + the Indirect function (data validation) to have dependable list drop downs. Name manager is a very neat tool to have in your arsenal
You are ....brilliant! Thanks. :)
Excel is incomparable
That is amazing. Thanks for the share.
That was great, thanks a lot!
I love that vacuum tube radio in the background at 0:03.
I've been retired for 6 years and I almost never use Excel anymore. Its mind blowing how much has changed. In my last couple of years the whole Power BI and Power Query stuff was new and it was a source of frustration that, while very similar, there were big differences between Excel and Power BI. It would be interesting to revisit that ecosystem and how things are going. Do they have feature parity now? Do they interact better now?
Thanks Leila your videos are very clear and focused. I am learning a lot. I started with Lotus 123 in late 1980's and then Excel and the transformation is amazing. There is so much we can do now and you have been a great source for me to learn and admire the power of excel. It's a universe to be explored and learn from. best wishes
Excellent video! I've been using Excel for over 20 years and had ro do all of this the hard way, which was the only way. On one hand, this cheapens my experience, but it's such a time saver that you can't help but appreciate it.
As usual great stuff
Excellent💯💯💯
still amazes me not just your excel skill but how you teach from just only via videos 👏🏿
Good information
Very powerful video 🙏🙏
I was wondering about Thursday videos missing and then this came and "hi five" 🙌 to you Leila, for the 5 hidden "gems" you revealed! The "Power Query" was the "Top Cherry" for sure. Thanks for all the great knowledge you possess and pass on! Stay blessed! 🙂
Yay! Thank you Vijay! Yes, it was a while 😊
Leila makes learning excel fun and interesting
That is great, thanks for sharing
Je vous encourage vivement de suivre les cours de Leila que j'ai par ailleurs déjà suivis.👌
Thank you so much for this helpful videos Mam.❤
Our pleasure!
Great 👍.. thanks for this tips...🎉
She’s awesome!
I just lo lo love it ❤. Thanks a lot.
One of the most useful videos you've ever done THANK YOU !!!
Wow, thanks!
Thank you for the effort and benefit you provide to us. Continue at the same pace, with best wishes for progress and success. 🤗
Thank you! Will do!
Fantastic ❤
Outstanding
True I had purchased it from India i am Microsoft certified trainer and it will helps me lot for my students ! strongly recommend ! do not miss i never found like this type of Easy State of Art Materials
Gr8... learned a lot from you as always.. this is fav
Great tip using name manager to quickly go to a predefined area. Always excellent content from you Leila!
Name box bookmark is cool technique. 😊
You're the best.
OMG, so very cool, Leila!
Thank you Leila
Our pleasure!
Wow..
Awesome... 🙏🏽
I would've transposed the data first, then used power query, however, I also like the transform feature too. Great job!
Thank you, thank you, thank YOU. You are a life saver. I use Mac and don’t remember if the same features are visible on my Mac Excel. I wish I had know this a month ago as I manually calculated something similar. 😮
Your Teaching style is amazing. Thank you so much.
Glad you think so!
ممنون از آموزش های عالیتون
Your excel skills are superb @LeilaGharani I always learn something new from you every time I watch your videos.
Awesome, thank you!
Sometimes it’s the simple things… range names as a bookmark!
If only forecasting was really that easy! Maybe one day it can have the difficult conversations with account managers and directors 😜
I love power query. I learned it after I quit my last job and now embrace it in my new job. It is such a timesaver and enables me to handle so much data quickly and easily. If I could go back to my old job knowing what I know now things would be so different.
Thanks Leila! Great! Amazing work, everyday I learn new excel function from your video stock, Thank you. Please also launch a video on Stock/inventory run or control.
Alright, you got me. I came here thinking this was yet another CZcams clickbait vid. You got me good. Very solid tips. Thanks a lot 🙏
Really your teaching is very nice. And it is very useful for me thanks a lot
Glad to hear that!
You are welcome!
I like the tip you transformed data into monthly report on sales.
Do you have any video transform those data into weekly report?
Thanks Leila!
Hope you always healthy and beautiful!
I like way you teach, my age 51, learn lot of things from you, keep it up!!
Happy to hear that!
Solid click of bookmark
Nice video.
Amazing stuff! One question that came to mind for the PQ section. Can this not be done in pivot relatively quickly as well? Since pivot can group dates by month?
I've been using links in Excel sheets to make shortcuts to different workbooks and back. You can define a cell reference to go to a specific location and it works much faster for us than typing in the named cell.
I agree, I use links in Excel to bring up specific web pages - you just have to rename them to something more concise. Links are simple but underrated.
Nice vacuum tubes old radio :) Greetings from Poland
Excellent,
Specially for 10clicks....
👍
Love your tips! Hijacking cell names for bootleg bookmarks is brilliant! One thing I hijack is custom sigfiles as one click email templates.
Glad you like it. You could also look into quick parts in Outlook. Really great and flexible for template responses. Here is some more information in case you're interested: czcams.com/video/RSlfhjbIoK8/video.html
I have a file with multiple print areas on multiple sheets, that also gets emailed - so I don't want to have it loaded with unnecessary VBA that might cause issues for the recipients. I use the Name Box to select the name, select "Set Print Area" and "Quick Print" from the Quick Launch bar (a custom QL bar can save a ton of time!), select the next name, and so on. The printing is done with just a few clicks, without having to worry about where in the file the print ranges are located.
You don't have to use power query for sales related or financial data. It can be used for anything that you want in a table. For example a file index. I use it to extract information from transmittals and get an overall record of documents received at what rev.
I also use names. They are great as well for long formulae.
The radio visible behind you intrigues me. I had one that dates back to 1960s operated by a battery pack, made by Philips.
Love it too. Got it from my in-laws.
Leila madam always come with unique content appreciate your efforts love from India
nice video..very much helpful
Glad to hear that, Dave!
Superb like always.
Is the power querry course chargeable?
Nice
Why are "Bicycle Mirrors" listed in least rating whn it has a rating of +4.0????
In the power query example, you can also transform the date column directly to month instead of adding another column and deleting the date column (one step instead of two).
First of all I would like to thank you for teaching thousands of people through the channel. Can you let us know how to use an advanced filter in a shared Excel sheet.
Hi, nice one. Few new things to learn. Thanks for sharing. Can you help me on one matter.
If we have purchase and sales quantities in 2 different excel sheets or even within same sheet, how can we calculate closing quantities of stock and their costs under FIFO using Formula, or pivot, Power query or even BI