You are probably using Microsoft Excel in your work. It is one of the most used applications in the workplace, not only in the Accounting department but all throughout the organization. In Accounting, it has become the standard in spreadsheet reporting because of its robust features that I don’t think you can find in other spreadsheet programs. No matter how sophisticated or high level your Accounting systems are, I bet you still have a need to use Excel. For personal use, Excel also brings a lot of helpful features on making lists, tables, forms, schedules, calculations, charting and database. Here are some Microsoft Excel basic features you can try.
Export-import ribbon customizations
If you use Excel at home and at work and use it in two different computers, you would want the same experience in both places. For example, in your work computer (as long as your IT policies would allow), you can import ribbon customization you have done from your home computer into your workstation or vice versa. To do this, go to File/Options/CustomizeRibbon/Import-Export. You will save it in a customization file and transfer it between your machines.
Pin or remove last 50 files used from the backstage view
This is very useful if you are working on some certain project files and you will not finish them in one sitting. Instead of searching and opening the same file over and over again through the windows explorer, you can pin the file within excel for easy and quick access anytime. Go to File/Recent/Recent Workbooks, then click the pin next to the file to pin it. Just click it again to unpin the file. You can do this and pin the last 50 files.
Use templates instead of starting always from a blank file
If you have a meticulous boss and he always wants this type of font to be used, this color, this heading etc., why not create a template for the usual reports you submit to him. This is very handy especially when you follow the same formatting in your group. If all your reports have the same company name and logo, with standard colors and fonts, you can create a template for that. To do this, create the file where you will place the repetitive things you usually do. But instead of just saving it as an ordinary Excel file, save it as an Excel template. You can choose it from the Save As dialog box. Then when you create a new file, start with that template.
Get rid of that “Compatibility Mode” thing
There are still plenty of people using Microsoft Excel 2003 and below versions. You will know this because when they sent you a file and you open it, the Compatibility Mode appears in the file name (maybe it’s just me but I don’t like seeing this). To remove this, you have to convert the file to the Microsoft Excel 2007 or above version. When you save the file, don’t click Save, but click Save As and choose Excel Workbook as file type. And then when you close and reopen the file, it will now be in the newer version format.
View and edit file properties from the backstage view
You can view, add or edit file properties from the backstage view. Some of the file properties you can edit are file title, tags, comments, status, category and subject. If you want to know how big the size of the file you are working on, you can check that here as well. Go to File/Info to view this.
Use Excel even if it’s not installed in your computer
Microsoft Excel is not free but you don’t have to buy it to use it. As long as you have an Outlook email account (formerly Hotmail) you can use the free web based Excel Web App. This means you can use Excel in any internet browser. Of course not all of the commands and functions are present and some actions are limited compared to the full Excel installed in your desktop. But for the most basic viewing and editing task, the Excel Web App will not disappoint.
On average, there are over 16,000 columns in excel, over 1,000,000 rows and over 16,000,000,000 cells (figures vary depending on how powerful is your computer). A cell can contain over 30,000 characters. There are over 300 Excel functions available. The number of sheets is virtually unlimited, still depends on the computing power of your machine.
For a complete list of Microsoft Excel 2010 Limits, here’s a free download: