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Here's my favorite list of shortcuts when designing reports or dashboards in Excel.
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I use this often when I work in Excel especially when I'm designing reports.
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Let me quickly take you through them.
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CTRL+SHIFT+C and CTRL+SHIFT+V
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are great shortcuts not just for Excel but I use them often in Powerpoint as well and they copy the object
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attributes.
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For example, if you have an object inserted here... Let's put in a rectangle.
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Just going to copy and paste it two times and change the formatting of the last one.
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Let's add a text.
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Make it red and change the color of this to gray and no shape outline. The text of these is white
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so one of them has text, one of them doesn't have text.
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If I would copy and paste this, I'm going to copy that whole object and paste it. But I just want to copy
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the attributes of this.
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I'm going to click on it and do CTRL+SHIFT+C and click on this and then press CTRL if you want
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to select more objects and highlight the other object and do CTRL+SHIFT+V.
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That works great in Powerpoint as well.
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To select all objects, you can press CTRL+A
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but you need to click on an object first.
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If you're just in a cell and you do CTRL+A,
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it highlights everything.
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If you want to highlight all your objects, click on an object and then press CTRL+A and it selects
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all your objects. One way that you can also get a list of all the objects that's used,
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you can go to Find & Select > Selection pane
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and here, you have the full list.
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These must be the rectangles that I just added.
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If I click on Hide,
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You can see they disappear.
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I can unhide them here.
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If you have a lot of objects and it's difficult to click on them, you go to here and then highlight them
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here, press CTRL and highlight more
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from here. It's sometimes easier to work here than directly on the objects in the spreadsheet especially
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if you have a few on top of each other.
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I can also highlight them from here and press Delete. This one
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I use a lot. It's to format cells.
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You can get to it either by right mouse clicking and going to Format Cells or by just pressing CTRL+1
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and going to the Format Cells. F4 does a lot of things. One of the things it does is to repeat
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the last formatting action.
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Let's say you have 333 here. One formatting I'm going to do with this with CTRL+1
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is to add decimal places to this
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and then what I'm going to do is to make it this color.
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If I go to these cells and press F4 and F4 and F4, it puts the color.
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Let's take a look if it puts the formatting of the number.
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It doesn't do that.
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It just repeats the last formatting action and I use that quite often when I finished a table design
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and then I add borders to that table with specific colors.
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I just go to the other cells and press F4 and it just copies the borders but leaves the rest of the
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formatting alone.
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The other useful one is to copy formulas without formatting using F2 and CTRL+ENTER.
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Let's say here, I have a formula.
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It equals this number.
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I'm going to fix it with F4.
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This is another great shortcut. The F4 key fully fixes your cell references. For instance, if you click
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it again,
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it semi-fixes just a row
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and if you click it again, it fixes just the column and then it leaves everything relative.
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and then once again, you click it, it has the double dollar signs in there.
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I'm going to say equals this plus row E1 which is going to return 1
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but when I drag it down, it's going to return 2 and 3.
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This is a formula that we're going to cover later on in the Formulas toolbox.
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Let's say I would drag this down.
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.
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It copies the formatting of the first cell along with it.
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What if I didn't want that? What I have to do is to highlight the area that I want the formula to be
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copied to.
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Then, click F2. You see, it includes the first cell that has my formula and then press CTRL+ENTER.
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That copies the formula without the formatting.
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Another thing that bothered me for a while is drawing a straight line from shapes. If you try that,
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you can see that it can be a challenge sometimes when you go like this to get it really straight.
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And it's not just in Excel but in Word and PowerPoint as well.
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So one way around this is to go to Insert, to go to your line, click on it, but before you start drawing it, hold
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down the SHIFT key and then draw it.
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And that forces the line to be straight.
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Another one is to insert bullet points in text.
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You can insert bullet points by going to Insert > Symbol or finding the bullet points symbol and inserting
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it in your formula or in your text.
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But you can also use the ALT+7 shortcut key.
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I put a note here that it only works on a larger keyboard that has a numeric keypad.
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If you're using a laptop, you need to enable Number Lock first.
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But some laptops just don't have that functionality. The laptop I'm using right now to film this doesn't
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have this functionality so I can't show it to you. But try it on your desktop computer or if you have a
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keyboard, try that. It will insert bullet points in text.
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One other one that can be a bit frustrating is trying to move charts with the arrow keys.
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Let's go here and let's just insert a mini chart.
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If you just try to move this with the arrow keys, this is what happens.
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It moves through the different chart elements but it doesn't actually move your chart. The way to move
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it is
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you have to press down CTRL and then click on the edges of your chart to get these circles and now,
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you can move it with the arrow keys.
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Another way that you can make sure that you're moving it in a straight fashion is when you're moving this with
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the mouse keys,
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hold down the SHIFT key and then it locks it into the rows and the column cell. You can see, it moves it
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straight over
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then it moves this straight down over. These two can come in handy when you work with charts.
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Another one is the ALT+ENTER key that inserts a paragraph inside a cell.
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Let's say here, I wanted to insert a paragraph. When I press enter,
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it leaves the formula bar. To make it insert a paragraph inside the cell,
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I need to press the ALT and the ENTER key. Here are some basic ones for navigation.
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Let's go back to here.
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If you want to jump to the end to the last cell in your table, press CTRL and then the down arrow
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key. Press CTRL then
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up arrow key to jump up. If you want to highlight everything on the way, press CTRL+SHIFT+↓ and
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then press CTRL+SHIFT and the right arrow key.
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and then you highlight your whole table. CTRL+SHIFT+↑,
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you go back up. If you want to move through your tabs, you can press CTRL and then PAGE UP and CTRL,
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PAGE DOWN.
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F2 is a great one when you want to edit your formula. If you want to edit your formula right now,
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you press the F2 key and it edits it in the cell. If you don't want to make changes to your formula,
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you can press ESC to leave your formula.
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I already covered the F4 key that allows you to change the cell references between absolute and relative
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cell references.
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That's the one that puts the dollar sign (this one) on your cell references.
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Another good one that can come in handy when you write larger formulas and you want to debug and
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track your formula is the F9 key.
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If I go to one of these where I have a formula, you can highlight parts of your formula and then press
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the F9 key. It actually translates it to what is in those references.
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Press CTRL+Z to go back or ESC to leave.
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In this case, it says saying this sumifs plus this sumifs, I can highlight this and then press
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the F9 key and I know
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this is the number is the result of the second sumifs and then press ESC to leave or CTRL+Z
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to go back
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because if you press enter, it keeps that number in your formula.
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CTRL+Z I just covered is to go back.
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One that I missed out on for quite a while was the double click Format Painter. You probably know
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the Format Painter that if you click on a cell, click on the formatting, it copies that formatting to
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another cell.
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But, if you want to reuse that formatting on different cells, all you have to do is double click really
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quickly on the Format Painter icon and then you can reuse that on other cells. When you're done, you can
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just press ESC to leave. The other one that can come in really handy is the Clipboard.
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I have it in CTRL+C+C so if you press C twice but it might not work for you for the first time,
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you just have to activate an option.
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This is the Clipboard. I'm just going to open my Clipboard.
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Anything you copy gets added to the clipboard. If I go in this cell and press CTRL+C, it's added
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to my Clipboard.
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Let's say I also want this number.
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I'm going to do CTRL+C and I might even want a formula.
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I'm going to do CTRL+C. They are all added to my Clipboard and I can reuse them when I'm writing a formula.
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I could say it equals this plus this.
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There is an option to make CTRL+C+C work and that's this option.
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Make sure you have a tick mark where it says "Show Office Clipboard when Ctrl+C Pressed Twice"
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You can see you can toggle it on and off.
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If I close this and clear it all, whenever I press CTRL+C+C, it opens my Clipboard.
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That's it! These are the list of my favorite shortcuts in Excel.
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I suggest you pick a few of these shortcut keys and use them immediately in your files. You can also
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print the list out from the demo workbook and keep it handy.
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On the one side, we have the shortcut keys to help us be faster and in the next lecture, I'm going to
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show you some additional tools that you should be using
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if you use Excel on a frequent basis.
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