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MS Excel Tips & Tricks

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missb
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HOW TO OPEN A FILE AS A COPY WITHOUT USING THE "SAVE AS” FEATURE

You want to create a new workbook based on an existing workbook. You open the original file with the intention of using the "Save As” command to save the file with a new name but you forget, make major changes, and overwrite the original file. Yes, I have made that same mistake several times until I discovered this little trick.

1. Go to file Open
2. Highlight the file you want to open
3. Choose the open button to the right of the File Name cell at the bottom
4. Choose "open as copy”

INSERTING A COMMENT IN A CELL

1. Right click on the cell where you put a comment
2. Select Insert Comment and type your comment.
3. When you're done, click outside the comment. You'll see a small red triangle in the top-right corner of the cell containing the comment. Now whenever a user hovers the mouse over that cell, the comment will pop up.
4. To view all comments on a page simultaneously, click view at top of page and click "Comments”
5. To edit a comment just right click on the cell and choose edit comment

PRINTING AN ENTIRE WORKBOOK WITH ONE CLICK

I have made great use of this feature as I frequently use many tabs within one workbook. For a while I used to choose every tab and hit print which was a huge waste of time, but then I discovered this.

1. Choose File, Print, and then select the 'Entire workbook' option from the dialog box.

SEPARATING FIRST AND LAST NAMES INTO SEPARATE CELLS

When entering data such as a first and last name it can be time consuming to type the first name in cell A and last name in cell B. Here's a way to save some time.
Type the first and last name into the cell, lets say Cell A1, A2, etc. Select the column where your data is, choose Data from the menu up top and select Text to Columns, the Convert text to columns wizard will pop up, on step 1 choose Delimited, then hit next;

On Step 2 of the wizard choose Space then hit next

On step 3 go to Destination, it should automatically say cell $A$1, choose finish. First name will be in cell A and last name will be in cell B.


FORMATTING CELLS

Entering phone numbers can be a pain, if you're either entering ( ) or just – between the numbers. Next time try this. Enter the numbers in without using the ( ) or dash, select the column, choose Format Cells, number tab, special, and choose phone number under type, click OK. The phone numbers will automatically convert to (212) 555-1212. You can also use this for SS#'s and zip codes by choosing off the Type list.

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Smartmom
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Re: MS Excel Tips & Tricks

Very nice job. I think (ok I know) I picked up a thing or two reading this. Thanks for the tips!

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