Excel-Excel Shortcut Guide

Example

Using pivot tables to summarize large datasets, or creating charts (like line graphs or bar charts) to visualize sales trends over time.

Scenario

A market analyst summarizing customer feedback data to identify most requested features, then visualizing this data to present in a meeting.

Example

Utilizing Excel's forecasting functions, such as FORECAST.LINEAR, to predict future sales or expenses based on historical data.

Scenario

A financial planner creating a 12-month cash flow forecast for a small business to help with budget planning and financial strategy.

Example

Leveraging Excel's COUNTIF and SUMIF functions to track stock levels and reorder points for products in a retail business.

Scenario

A retail manager maintaining an inventory spreadsheet to monitor stock levels, calculate reorder quantities, and plan for seasonal inventory adjustments.

Example

Using functions like TRIM, CLEAN, and Remove Duplicates to clean data imported from different sources before analysis.

Scenario

A data analyst preparing a dataset for analysis by removing duplicate records and correcting inconsistencies in data formatting.

Example

Creating macros to automate repetitive tasks, such as formatting reports or updating data from external sources.

Scenario

An office administrator automating the monthly process of generating and distributing performance reports to the management team.