Five Excel Productivity Hacks
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This document discusses 5 Excel productivity hacks: 1) The ASAP utilities add-in which provides useful functions for Excel users; 2) Customizing the quick access toolbar for frequently used macros; 3) Using pivot tables to analyze and extract insights from large datasets; 4) Creating a master template workbook and worksheet for standard layout and formatting; 5) Using a personal macro workbook to store macros that can be used across all workbooks. The document provides links and tips for using each hack to boost productivity when working in Excel.
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Five Excel Productivity Hacks
- 1. FIVE Excel Productivity Hacks October 2015 Invenio Advisors, LLC Start
- 2. Introduction The 5 items mentioned here, properly applied, will fundamentally transform the way you use (and view) Excel. Gain leverage around: Task simplification Minimize steps to perform tasks Automate common workbook/worksheet steps Data management and analysis Invenio Advisors, LLC
- 3. Here are my 5 ASAP utilities add-in Quick access toolbar Pivot tables Master template workbook and worksheet Personal macro workbook Invenio Advisors, LLC
- 4. ASAP utilities add-in A must have for anyone who spends time in Excel http://www.asap-utilities.com/ Single user license - $49 Companies using ASAP Utilities? Review my favorite uses / features here (OPEN) Invenio Advisors, LLC
- 5. Quick access toolbar The Quick Access Toolbar is a customizable toolbar that contains a set of commands that are independent of the tab that is currently displayed. You can move the Quick Access Toolbar from one of the two possible locations, and you can add buttons that represent commands to the Quick Access Toolbar. TIP - Add customized macro items from a personal macro workbook to up your productivity! Invenio Advisors, LLC
- 6. Pivot tables Pivot tables are one of Excel's most powerful features. A pivot table allows you to extract the significance from a large, detailed data set. http://www.excel-easy.com/data-analysis/pivot- tables.html New to pivot tables? Start here: So You Think You Know Excel Pivot Tables? Small exercise I put together downloaded hundreds of times in last 3 years Invenio Advisors, LLC
- 7. Master template workbook and worksheet Create a basic starting point with preferred layout (fonts, column widths, # sheets, formatting, etc.) How do I create/use a custom or default sheet template Here is an overview and sample templates, if you need a starting point! Invenio Advisors, LLC
- 8. Personal macro workbook Personal.xlsb file is a HIDDEN Excel workbook containing macros you want available for EVERY workbook you work in. Can be installed on any number of PCs once developed. Learn more and download a sample personal.xlsb file here Invenio Advisors, LLC
- 9. Wrap up Thoughts or comments? What would you add? Send me an email at don@invenioadvisorsllc+excel5.com Follow Don: Twitter - @dtomoffcpa Flipboard - @dontomoff LinkedIn | Personal | Invenio Advisors Invenio Advisors, LLC