A spreadsheet is a single sheet inside a workbook. The Ribbon is the central control panel of Excel. You can do just about everything you need to directly from the Ribbon.
There are a number of tabs, including Home , Insert , Data , Review , and a few others. Each tab contains different buttons. It says Tell me what you want to do. In addition to tabs, the Ribbon also has some smaller sections. You can manage those sheets with the sheet tabs near the bottom of the screen. Click a tab to open that particular worksheet. Just know that there are lots of other ways to get data into your spreadsheets if you need them. This tells Excel to get ready to run some sort of calculation.
You can also edit a cell in the formula bar. Click on any cell, then click into the formula bar and start typing. Open up the first sheet in the example workbook, click into cell C1, and type the following:. Try doing different types of arithmetic on the other numbers in columns A and B using this method. These let you run complex calculations with a few keypresses. Check out our other blog posts to see some of the great things you can do with functions! Home, Insert, Data, Review, etc. Shortcuts are helpful in navigating the Excel software quickly, so it is helpful but not absolutely essential to learn them.
Some of them are learned by seeing the shortcuts listed in the menus of the older versions of the Excel application and then trying them out for yourself.
Another way to learn Excel shortcuts is to view a list of them on the website of the Excel developers. Functions are built-in capabilities of Excel and are used in formulas. For example, if you wanted to insert a formula that calculated the sum of numbers in different cells of a spreadsheet, you could use the function SUM to do just that.
The formula bar is an area that appears below the Ribbon. It is used for formulas and data. You enter the data in the cell and it will also appear in the formula bar if you have your mouse on that cell. When we reference the formula bar, we are simply indicating that we should type the formula in that spot while having the appropriate cell selected which, again, will automatically happen if you select the cell and start typing.
There are many things you can do with your Excel Worksheet. We will give you some example steps as we go along in this article so you can try them out for yourself. It is helpful to start with a blank Workbook. So, go ahead and select New. This may vary, depending on your version of Excel, but is generally in the File area. Note: The above image says Open at the top to illustrate that you can get to the New left-hand side, pointed to with the green arrow from anywhere.
This is a screenshot of the newer Excel. When you click on New you are more than likely going to get some example templates. The templates themselves may vary between versions of Excel, but you should get some sort of selection. For our article, we are starting with a blank document and playing around with data and formulas, etc.
So go ahead and select the blank document option. The interface will vary, from version to version, but should be similar enough to get the idea.
A little later we will also download another sample Excel sheet. There are many different ways to get data into your spreadsheet a. One way is to simply type what you want where you want it. Choose the particular cell and just start typing. Another way is to copy data and then paste it into your Spreadsheet.
Granted, if you are copying data that is not in a table format it can get a little interesting as to where it lands in your document. But fortunately we can always edit the document and recopy and paste elsewhere, as needed. After selecting the portion of the article and copying it, go to your spreadsheet and click on the desired cell where you want to start the paste and do so. It is possible that you may get an error when using the Excel built-in paste method, even with the other Excel built-in methods as well.
Fortunately, the error warning above helps to point you in the right direction to get the data you copied into the sheet. When pasting the data, Excel does a pretty good job of interpreting it.
In our example, I copied the first two paragraphs of this section and Excel presented it in two rows. Since there was an actual space between the paragraphs, Excel reproduced that as well with a blank row. If you are copying a table, Excel does an even better job of reproducing it in the sheet. Also, you can use the button in the Ribbon to paste. For visual people, this is really helpful. It is shown in the image below.
Some versions of Excel especially the older versions allow you to import data which works best with similar files or CSV — comma-separated values — files. Some newer versions of Excel do not have that option but you can still open the other file the one that you want to import , use a select all and then copy and paste it into your Excel spreadsheet.
When import is available, it is generally found under the File menu. In the new version s of Excel, you may be rerouted to more of a graphical user interface when you click on File. Simply click the arrow in the top left to return back to your worksheet. Hyperlinking is fairly easy, especially when using the Ribbon.
You will find the hyperlink button under the Insert menu in the newer Excel versions. It may also be accessed via a shortcut like command-K.
Sometimes it is helpful to format the data. This is especially true with numbers. Sometimes numbers automatically fall into a general format sort of default which is more like a text format. But often, we want our numbers to behave as numbers. You can access the option to format your data in a couple of different ways, shown in the below images. Once you have accessed, say, the Number format, you will have several options.
These options appear when you use the right-click method. When you use the Ribbon, your options are right there in the Ribbon. For example, you might have a list of people's names next to their email addresses in one spreadsheet, and a list of those same people's email addresses next to their company names in the other — but you want the names, email addresses, and company names of those people to appear in one place.
Before you use the formula, though, be absolutely sure that you have at least one column that appears identically in both places. Scour your data sets to make sure the column of data you're using to combine your information is exactly the same, including no extra spaces. In this formula, there are several variables.
The following is true when you want to combine information in Sheet 1 and Sheet 2 onto Sheet 1. In the example below, Sheet 1 and Sheet 2 contain lists describing different information about the same people, and the common thread between the two is their email addresses.
Let's say we want to combine both datasets so that all the house information from Sheet 2 translates over to Sheet 1. Keep in mind that VLOOKUP will only pull back values from the second sheet that are to the right of the column containing your identical data. Here are the main differences:. Let's look at an example. Let's say Sheet 1 contains a list of people's names and their Hogwarts email addresses, and Sheet 2 contains a list of people's email addresses and the Patronus that each student has.
For the non-Harry Potter fans out there, every witch or wizard has an animal guardian called a "Patronus" associated with him or her. The information that lives in both sheets is the column containing email addresses, but this email address column is in different column numbers on each sheet. So what's the formula, then? Instead of manually counting how often a certain value or number appears, let Excel do the work for you.
For example, let's say I want to count the number of times the word "Gryffindor" appears in my data set. Databases tend to split out data to make it as exact as possible. For example, instead of having a column that shows a person's full name, a database might have the data as a first name and then a last name in separate columns.
Or, it may have a person's location separated by city, state, and zip code. Let's go through the formula together using an example. Pretend we want to combine first names and last names into full names in a single column. To do this, we'd first put our cursor in the blank cell where we want the full name to appear.
The quotation marks around the space tell Excel to put a space in between the first and last name. To make this true for multiple rows, simply drag the corner of that first cell downward as shown in the example.
If you're using an Excel sheet to track customer data and want to oversee something that isn't quantifiable, you could insert checkboxes into a column. For example, if you're using an Excel sheet to manage your sales prospects and want to track whether you called them in the last quarter, you could have a "Called this quarter?
Highlight a cell you'd like to add checkboxes to in your spreadsheet. Once the box appears in the cell, copy it, highlight the cells you also want it to appear in, and then paste it. If you're using your sheet to track social media or website metrics, it can be helpful to have a reference column with the links each row is tracking.
If you add a URL directly into Excel, it should automatically be clickable. But, if you have to hyperlink words, such as a page title or the headline of a post you're tracking, here's how. Highlight the words you want to hyperlink, then press Shift K.
From there a box will pop up allowing you to place the hyperlink URL. Copy and paste the URL into this box and hit or click Enter. Sometimes, you'll be using your spreadsheet to track processes or other qualitative things. Rather than writing words into your sheet repetitively, such as "Yes", "No", "Customer Stage", "Sales Lead", or "Prospect", you can use dropdown menus to quickly mark descriptive things about your contacts or whatever you're tracking. Highlight the cells you want the drop-downs to be in, then click the Data menu in the top navigation and press Validation.
From there, you'll see a Data Validation Settings box open. Look at the Allow options, then click Lists and select Drop-down List. Check the In-Cell dropdown button, then press OK. Editor's Note: This post was originally published in August but has been updated for comprehensiveness. Originally published Jul 1, AM, updated October 19 Logo - Full Color. Contact Sales. Overview of all products. Marketing Hub Marketing automation software. Service Hub Customer service software.
CMS Hub Content management system software. Operations Hub Operations software. App Marketplace Connect your favorite apps to HubSpot. Why HubSpot? Marketing Sales Service Website. These applications and services can interfere with other software on your PC. Performing a selective startup also known as a "clean boot" can help you identify problems with conflicting applications. To perform a selective startup, choose one of the following links depending on your version of Windows, then follow the steps in the article:.
Selective startup is used to help identify the offending process, service, or application that conflicts with Excel. If your issue is not resolved after you re-create the profile, continue on to the next item on the list. Repairing your Office programs can resolve issues with Excel not responding, hanging or freezing by automatically repairing errors in Office files.
For instructions on doing this, see: Repair an Office application. If repairing your Office programs did not resolve your issue, continue on to the next item on the list. To keep up with new viruses that are created, antivirus software vendors periodically provide updates that you can download from the Internet.
For a list of antivirus vendors, see: Consumer security software providers. Check whether your antivirus software is conflicting with Excel:. If your antivirus software includes integration with Excel you may experience performance issues. In this case, you can disable all Excel integration within the antivirus software.
Or, you can disable any antivirus software add-ins that are installed in Excel. Important: Changing your antivirus settings may make your PC vulnerable to viral, fraudulent or malicious attacks. Microsoft does not recommend that you attempt to change your antivirus settings. Use this workaround at your own risk. You may have to contact your antivirus software vendor to determine how to configure your software to exclude any integration with Excel or to exclude scanning in Excel.
If the methods that were mentioned earlier did not resolve your issue, the issue could be either file specific, or environmental. The following section describes how to troubleshoot additional issue that can cause Excel to hang, or crash. Environmental factors are just as important as file contents, and add-ins when you are troubleshooting crashes.
You can help determine the cause of your issue by taking the following actions:. Moving the file locally will help determine whether there is something wrong with the file, or with where the file is saved.
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