Get the latest AI workflows to boost your productivity and business performance, delivered weekly by expert consultants. Enjoy step-by-step guides, weekly Q&A sessions, and full access to our AI workflow archive.
Summary
In this video, Kenji Explains shares 20 essential Excel shortcuts aimed at streamlining your workflow and saving hours of time. He guides viewers through various shortcuts including freezing panes, navigating data sets swiftly, adding and removing rows, and using slicers for filtering. Throughout the video, Kenji emphasizes the practical application of these shortcuts in everyday work and highlights free Excel templates from HubSpot as additional resources. Each tip is accompanied by a demonstration, making it easier for viewers to follow and incorporate into their Excel practices.
Highlights
Learn how to freeze panes for better data visibility 🧊
Navigate large data sets using control arrow keys with speed ⚡
Easily add or remove rows and columns with simple shortcuts ➕
Utilize slicers for effective data filtering and analysis 🔍
Enhance data visualization with free templates from HubSpot 📈
Key Takeaways
Master essential Excel shortcuts to work more efficiently 🚀
Quickly navigate and manage large data sets with ease 📊
Simplify data entry and formatting with smart shortcuts 🔢
Enhance your Excel experience with free templates from HubSpot 📋
Avoid common Excel frustrations by using these practical tips 😌
Overview
Excel is an essential tool for managing data, but it can also be quite tedious if you're not aware of the shortcuts available. Kenji Explains dives deep into 20 must-know Excel shortcuts that are designed to save you hours of work. These tips range from simple navigation techniques to more advanced formatting and filtering methods, ensuring that you can tackle any spreadsheet with confidence.
One of the standout features of this tutorial is the introduction of various shortcuts like 'freeze panes', which allows users to keep headers visible while scrolling. This simple trick makes it much easier to understand your data at a glance. Additionally, the video details how to perform bulk actions like adding or removing multiple rows and columns, and using slicers for filtering data in tables.
Kenji also highlights the value of aesthetics in data presentation by introducing free templates from HubSpot. These templates are a fantastic resource for anyone looking to improve their data visualization and presentation. By combining these shortcuts with pre-designed templates, users can significantly streamline their Excel workflow, making data management not only easier but also more visually appealing.
Chapters
00:00 - 00:30: Introduction to Excel Shortcuts The chapter introduces the importance of Excel shortcuts for frequent users dealing with spreadsheets. It highlights that learning these shortcuts can save valuable time. The author acknowledges sponsorship from HubSpot and gives an overview of a sample Excel file provided for practice. The chapter begins by mentioning a problem of disappearing headers when scrolling through data.
00:30 - 01:00: Freeze Top Row Shortcut This chapter introduces the shortcut for freezing the top row in a spreadsheet. It explains that instead of manually setting this option, users can press 'Alt + WFR' to quickly freeze the top row, which remains visible while scrolling down through the data. If users want to unfreeze the row, they can navigate to the 'View' option, select 'Freeze', and then hit 'Unfreeze'. This feature is presented as a way to streamline navigation and improve ease of use when handling spreadsheets.
01:00 - 01:30: Control Arrow Keys for Navigation The chapter titled 'Control Arrow Keys for Navigation' covers a method for efficiently navigating through data sets using keyboard shortcuts. It explains the functionality of using 'Control' in conjunction with arrow keys to move quickly through data. By pressing 'Control' along with the down arrow, users can reach the bottom of a data set, while the up arrow takes them to the top. The left and right arrows are used to move horizontally across the data. Additionally, the combination of 'Control', 'Shift', and arrow keys is introduced for selecting data ranges. This technique, such as using 'Control + Shift + Down' or 'Control + Shift + Right', facilitates quick selection of data within columns, making data manipulation faster and more efficient.
01:30 - 02:00: Copying with Ctrl R and Ctrl D The chapter titled 'Copying with Ctrl R and Ctrl D' explains how to efficiently copy data in a dataset using keyboard shortcuts. Specifically, it guides readers on using 'Ctrl R' to copy content from the left and 'Ctrl D' to drag and copy content from above. The chapter emphasizes optimizing navigation through large datasets using these shortcuts, starting from the top of the dataset by using 'Ctrl up Arrow' to quickly review and manage data.
02:00 - 02:30: Using the Alt Down Arrow This chapter discusses the use of the Alt + Down Arrow key combination to enhance efficiency when working with data lists. It highlights how this shortcut allows users to access and select from a dropdown list of previously entered data, making the process of adding new rows quicker. Additionally, the chapter explains other useful shortcuts for selecting rows and columns, specifically using Shift + Space for rows and Control + Space for columns.
02:30 - 03:00: Selecting Rows and Columns The chapter covers techniques for selecting rows and columns in a spreadsheet. It introduces useful keyboard shortcuts that enable users to quickly add or remove rows and columns. To select rows, the Shift + Space key combination is used. To add a row, Ctrl + Shift + Plus is applied, while to remove a row, Ctrl + Minus is utilized. Similarly, for columns, the combination of Control + Space is used for selection. Adding a column is done using Ctrl + Shift + Plus, and removal is done using Control + Minus.
03:00 - 03:30: Moving and Undoing Actions This chapter explains how to move a specific row up or down within a table or sheet by using the shift key and dragging the row to the desired position. It also briefly mentions the undo action.
03:30 - 04:00: Adding Comments with Shift F2 The chapter titled 'Adding Comments with Shift F2' discusses how to add comments to a document. Initially, it demonstrates undoing actions using Ctrl Z and navigating using Ctrl + Up Arrow. The content is adjusted by splitting text into multiple lines using Alt + Enter to improve readability while keeping it within the same cell. The section transitions into discussing adding comments, which can be useful for providing context or feedback, especially when multiple individuals like interns are involved in working on a file.
04:00 - 04:30: Jump to Specific Row with Ctrl G This chapter explains how to jump to a specific row in an Excel sheet using 'Ctrl + G'. It further delves into how to add a comment to a cell by hovering over the cell in question and pressing 'Shift + F2'. This action adds a comment with your name that appears as a red indicator, which displays the comment when hovered over. The chapter uses a scenario where you communicate a query or suggestion within a large dataset using these Excel functionalities.
04:30 - 05:00: HubSpot Free Templates The chapter discusses the utility of using HubSpot's free templates to save time and enhance productivity. It begins with a practical example involving spreadsheet navigation, where the speaker explains a shortcut for quickly jumping to the 100th row by using Ctrl+G, demonstrating the importance of efficiency in workflows. This method of using shortcuts is paralleled with the use of templates, highlighting their usefulness in simplifying and speeding up processes.
05:00 - 05:30: Auto-filling with Ctrl E In this chapter, the sponsor HubSpot offers free Excel graph templates to visualize data efficiently. The templates come with instructions and support various chart types. Users can modify data, and the charts will automatically update. These templates handle either single or multiple columns of data.
05:30 - 06:00: Summing with Alt Equals The chapter discusses using the 'Alt Equals' feature in Excel for sum calculations. This functionality allows users to sum data quickly and efficiently, making it useful for comparing and visualizing data across different chart types. The narrator mentions using templates from HubSpot to enhance Excel skills, with a link provided in the video description for downloading these templates. The chapter ends by transitioning to a list of top 10 Excel tips, accessible by navigating to the next tab using a keyboard shortcut.
06:00 - 06:30: Copy and Paste Special Values This chapter explains how to efficiently fill missing data in a spreadsheet using the 'Copy and Paste Special Values' technique. It specifically demonstrates filling in missing first and last names for salespersons. Instead of manually entering each name, a shortcut using 'Ctrl + E' is presented to automatically fill in these details quickly. This method is also applied to fill in last names, showing a practical example of streamlining data entry processes. Additionally, a brief mention is made of another data point, 'total sales', as a part of the data set under examination.
06:30 - 07:00: Formatting Shortcuts with Ctrl 1 This chapter covers various formatting shortcuts using Ctrl 1 in Excel. The transcript describes how to find the sum of a column by navigating to the bottom and using Alt + Equals for an automatic total sum calculation. It continues by explaining how to copy a whole column using Ctrl + Space followed by Ctrl + C to copy the selected column.
07:00 - 07:30: Using F4 to Replicate Actions In this chapter, the issue of pasting formulas is addressed. When attempting to paste a formula from one column to another and finding that the values all default to zero, it is because the formula's references are missing. Originally, the formula calculated total sales by multiplying price by units sold, but without the source data reference, it fails to function. The solution provided is to use 'Control Alt V' instead of a regular 'Control V' paste to properly replicate the formula across the desired cells.
07:30 - 08:00: Find and Replace with Ctrl H In this chapter titled 'Find and Replace with Ctrl H', the focus is on demonstrating how to use a feature to apply specific changes in a spreadsheet effectively. The excerpt begins with explaining how to use the 'paste special' dialog box for copying values instead of formulas. The user is instructed to select the 'values' option to avoid copying the underlying formula, which results in pasting just the numerical values. Following that, the chapter briefly touches on formatting shortcuts, exemplifying by converting currency symbols from a dollar sign to a British pound, using Ctrl+1 for formatting options.
08:00 - 08:30: Filtering by Right-click This chapter focuses on the process of using the right-click option to open the format cell dialog box in a spreadsheet program. It guides on how to set the currency to pounds and adjust decimal places. The chapter also covers additional formatting options available in the dialog, such as changing fonts and fill colors, with a demonstration of selecting an orange fill color to highlight cells with pound currency.
08:30 - 09:00: Using Slicers for Filtering This chapter focuses on using slicers to filter data more effectively. It begins with a tutorial on how to reformat data and introduces the F4 key as a shortcut to replicate formatting steps. Additionally, there is a brief mention of correcting a typo in the data, specifically in the state names where 'Texas' is misspelled with two x's. The chapter emphasizes the importance of data accuracy and efficient use of shortcuts for data manipulation.
09:00 - 09:30: Finding Top Units Sold In this chapter, the focus is on efficiently correcting data errors using the replace feature. Instead of manually rectifying each entry, the chapter demonstrates how to utilize the 'Control + H' command to find and replace errors in bulk. Specifically, it illustrates the correction of a misspelling ('textures' with two x's) to the correct term 'Texas', significantly streamlining the data cleaning process. The chapter concludes with the confirmation of six corrections made at once, showcasing the time-saving aspect of this method.
09:30 - 10:00: Viewing and Tracing Formulas The chapter titled 'Viewing and Tracing Formulas' explains how to filter data in a spreadsheet program by right-clicking on a cell value and selecting a filter option to display only the rows with the selected value, in this case for Texas. It also mentions the traditional method of applying a filter by accessing the Home tab and navigating to the sort options.
20 Excel Shortcuts to Save You HOURS of Work Transcription
00:00 - 00:30 if you find yourself in front of a computer
looking at spreadsheets often these 20 must know Excel shortcuts I will hopefully save you hours
of time let's go and thank you to HubSpot for sponsoring this video more on them later alright
so here's the Excel file that we'll be working with which you can download for free in the video
description below so let's get started with number 20. as you can see over here in the table we have
all of this data down below which when you start to scroll down you can actually no longer see the
header so we're not really quite sure what this is
00:30 - 01:00 referring to and same thing with all of these
other ones and so what we can do here instead is actually just do a shortcut which is going to
freeze that top row now to do this you're gonna press alt wfr and now when we start to scroll
down you'll notice that the top line is frozen which makes things a lot easier for us if you
ever want to remove that you can always go over here under free screens in the view option just
click on it and for from here just hit unfreeze
01:00 - 01:30 panes and that's going to remove that for us next
up at number 19 we have the control arrow keys so as you can see over here to navigate across this
data set because it's very long you can actually press the shortcut control and then just use the
arrows so control down arrow to get all the way to the bottom control up arrow and right and left
to go to the sides similarly you can do Ctrl shift down arrow and Ctrl shift right that basically
allows you to select certain areas if you only want to select column B and C just stop pressing
the control and just go shift right arrow and you
01:30 - 02:00 can see that allows you to do that let's go back
up to the top of the data set to look at number 18 so control up Arrow all the way to the top
and over here you can see that we've got talk about sales and let's say we want to continue this
on now to do so you can just press Ctrl R that's basically going to copy what you had towards the
left and similarly you can go to control D that's going to drag everything that you had above down
one going back down towards the bottom so Ctrl
02:00 - 02:30 down arrow let's suppose over here that we want
to add some new rows and so instead of actually going going ahead and typing everything in again
what you can do is hit the alt down arrow that's basically going to show you the drop down or down
arrow of all of the things that you already had above and so it's somewhat faster for you to just
paste it in there at number 16 we have selecting a row or a column now to do so all you need to do is
hover over a specific area and go to shift space and similarly for the column it's just going to be
controlled space like so now that on its own just
02:30 - 03:00 isn't very useful so that's when the next trick
comes in and combined it can be quite handy so again we'll do the shift space and now if you want
to add the row you just need to go to Ctrl shift Plus again Ctrl shift plus and to remove some
you have to go to control minus and Ctrl minus similarly for columns you can go control space and
then Ctrl shift Plus and control minus now what if
03:00 - 03:30 we just want to move a specific row up a bit now
to do so we'll go to shift space again and instead of having to add new rows Etc we can just press
the shift key and when you hover over the area you'll see that the cursor changes to these arrows
and from there you just want to click and drag it let's say we drag it up over here and you can see
how that's moved it all up similarly we can take it back down so shift and then just drag it all
the way down over here say to undo that we're just
03:30 - 04:00 going to press Ctrl Z and Ctrl Z again now let's
go all the way back up so control up arrow and you can see that beverage brand here let's say that
we think it's a bit too long and so we want to space it out a bit maybe put it into a different
line now to do so we're just gonna get inside of it over here now what we're gonna press is the Alt
Enter and hit enter again and now you can see how it's spaced it out across two lines but it stayed
within that same cell coming in at number 12 we've got adding comments so let's suppose that the
interns worked on this file but we don't really
04:00 - 04:30 trust him so we just want to make sure that this
number does make sense now one way to let him know is to go hover over the cell you're not sure about
and just hit the shift F2 now you can see that this pop-up is going to show up with your name
and then over here let's say can you check this awesome now you can see that it's left this red
sign which when you hover over it's gonna show you the actual comment as we've seen here this
data set is not so small so suppose we want to
04:30 - 05:00 reach a row 100 we can hover over there which
might be a bit tedious but the shortcut there is just clicking the Ctrl G that's going to show
you the go to pop-up So within this pop-up the reference that we want is we want to go to row 100
right so it's we're just going to put a 100 that's going to take us to that specific cell so we'll
hit OK there and you'll notice that it's taken us exactly there right here and speaking of shortcuts
a great way to save time is with templates like
05:00 - 05:30 the ones HubSpot the sponsor of this video is
kindly providing Us for free using the link in the description below you can get multiple free
Excel graph templates within the download you'll find an Excel file with instructions on using
the template alongside all of the chart types you might need to visualize your data on top of
that you can easily modify the data and the charts will automatically change these templates have
either one column of data or multiple depending
05:30 - 06:00 on your needs I personally find this useful when
deciding which chart showcases my data best as I can see multiple graphs at the same time and
see which one looks better so if you want to check these out go to the link in the description
below where you can download these free templates from HubSpot to level up your Excel game alright
back to the video great that's the first part done and now let's get into the top 10 so we'll just
go to the next tab by going to control page down
06:00 - 06:30 from here you can see that we've got the
salesperson alongside some missing data here for the first name and the last name now to
fill this in we can go one by one so hit Max there and then Charles and so on or the shortcut here is
just to go to control e and then you can see that it's going to fill all of these in in a heartbeat
same thing goes with the last name see verstappen and again Ctrl e if we look over to the side
where it says total sales here let's say that
06:30 - 07:00 we want to find out the total of that now to do
so let's just go up towards the bottom here and all we need to do is set the alt equals that's
going to sum up all of the totals and just hit enter just like that we have the full number next
up at number eight suppose we want to copy the whole sale amount and paste it somewhere else so
we'll go to control up here and all we're going to do is control space that's going to copy that
whole column for us then we'll go Ctrl C let's say
07:00 - 07:30 we want to paste it over here under column O say
Ctrl V but the problem is that it all goes to zero and that's because it was actually a formula so
beforehand it was actually calculating the total sales which was the price times the unit sold
but now because it's not referencing that anymore it no longer works so instead what we're gonna
do is copy it again so go to control space and then Ctrl C and this time instead of just Ctrl
V to paste we're gonna press the control alt V
07:30 - 08:00 and you can see that this is going to show this
paste special dialog box and within it you can just paste the formulas the formats Etc in our
case we want to paste the values that's what's going to give us the actual numbers so we just
click on that and hit OK and now you can see that it's based at the values and if we look
inside of them they no longer have the formula either at number seven we've got formatting
shortcuts so suppose over here that we want to change this from a dollar sign to a pound so
a British pound to do so we'll go to control one
08:00 - 08:30 and this is going to open the format cell dialog
box and within it we want to go under currencies and we want to change this to a pound so
this one is the one that works for us and let's say we also want to add one decimal place
and basically that would do it for us but as you can see within format cells you can also change
a lot of other things like the font The Fill Etc and so we go for an orange fill color as
well to identify the pound signs hit OK there
08:30 - 09:00 awesome now you can see that it's all reformatted
and now if you want to replicate this this um this step what you can do is actually press
the F4 key which is another shortcut which is basically going to replicate the previous step
so it's going to keep that same um the number that was there originally but it's just going to
change the formatting all right now moving into the top five and over here let's just go back to
this side of the data set and within the state of all of these here you'll notice that Texas has a
typo where it's got two x's now to get rid of that
09:00 - 09:30 instead of going one by one which could be quite
tedious especially if you have a long data set you just gotta go to control h which is the replace
feature defined and replace so we wanna find the textures with two x's so Texas there with the two
x's and we want to replace that with a regular Texas as it should be spelled correctly then
from here we're just going to go to replace all and it's gonna say okay we made six Replacements
hit okay there and we're gonna close out of that
09:30 - 10:00 now that we've fixed that let's say that we just
want to filter by Texas so instead of going ahead and having to apply a full filter all we need to
do is just right click on Texas go under filter there and we want to filter by the selected cells
value so just click on that and from here you can see that we have all of the Texas State's ones
that's been filtered like so now if you want to go to the filter the usual way you would just
have to go to the Home tab from here under sort
10:00 - 10:30 and filter and go to filter there let's just
remove the filter for now another great way to filter is using slicers now to do so first we're
going to convert this into a table so go to Ctrl t and then it's going to select the data set
make sure it's all correct there and hit OK now from here what we're gonna do is under table
design we're gonna go to insert slicer so just click on that then we want a slicer specifically
for the states this is going to allow us to select
10:30 - 11:00 different states so hit OK there and so if we
want to select Texas again all we need to do is click on Texas and that's going to filter
it for us same thing goes with any other state similarly if you want to select more than
one you've got to go to the stick sign here and from there let's say I want to
select Florida and California as well in number two we have a common issue that
people encounter which let's say first let's
11:00 - 11:30 delete the state here and let's suppose that
we want to find out the top three units sold so we'll just type that here top three units
sold and so for the top one it's simply going to be the max function which is going to take the
highest one right so we're just going to go Max hit the top key and we're just going to select
all of these here so go to control shift and down arrow to the very bottom and hit enter
there but for the second and third we can no longer use the max function so instead
there's what's known as the large function
11:30 - 12:00 hit the top key there and the array
is that same area so Ctrl shift down comma and the key here is the actual ranking so
we want the second highest so it's going to be the two close those brackets and hit enter and for the
third we're just gonna press the F4 key which is gonna copy that same action and then within it we
just got to change the number from A3 from a 2 to a three sorry and just like that we have the top
three and finally as the number one let's suppose
12:00 - 12:30 that it was our intern that sent us this file and
we don't really trust him so we just want to make sure that the formulas all make sense now to do so
what we can do is actually hit the control in this accent key of sorts it's basically going to allow
us to see all of the formulas and where they're going now if you want to do a bit more than just
that and see where exactly they're going to what we can do is hit the alt t u t which is going
to allow us to trace the Precedence so basically
12:30 - 13:00 allows us to see where the formula is actually
coming from same thing if you hover over any other formula and go to alt Tut that's going to allow us
to do that same thing if you ever want to remove these arrows you just need to go to the formulas
tab up over here and then go to remove arrows for more on Excel check out this video over here to
learn some awesome Excel tricks for this link over here to take our Excel course hit the like and
that subscribe and I'll catch you in the next one