Excel Online Tips and Tricks (Microsoft 365)

Introduction

• Be more productive with Excel for the web
• Exercise files

1. Working with Data

• Get started with data
• Data cleanse using Remove Duplicates
• Add data quickly with Flash Fill
• Simplify views with Groupings
• Think ahead by using Tables

2. Doing even more with Data

• Control inputs with Data Validation
• Become more efficient with Excel functions
• Create data from a picture
• Convert unstructured text to columns
• Apply Custom Sorting
• Work with styles

3. Formatting Tips

• Distinguish information with custom formatting
• Interact with the web using hyperlinks
• Identify standouts with conditional formatting

4. Customizing Workbooks

• File naming on the fly
• Get organized by customizing tabs
• Achieve the perfect pagination

5. Working with Charts and PivotTables

• Create PivotTables in just a few clicks
• Create PivotCharts in just a few clicks
• Refresh data
• Create and optimize standard Excel visuals

6. Collaborating with Excel for the Web

• Engage with collaborators by assigning tasks
• Coauthor in real time

7. When to Work in Excel Desktop

• Use Excel desktop to enhance charts
• Use Excel desktop to add slicers to PivotCharts
• Set up range names in Excel desktop

8. Using Advanced Features

• Find out even more with Workbook Statistics
• Assess workbook performance
• Save time with scripts

Conclusion

• Put your learnings into action