Favorite Tips & Tricks
I'm always seeking more efficient ways to do things and I pride myself on creating documentation in an understandable format. Here are some examples that you may find helpful Give these a try and reach out to me with questions or comments.
For the experienced Excel User
Excel date calculations: Have you ever wished that you could simplify date calculations? Excel has many functions that you might not be familiar with. You can add a month(s) to a date with EDATE, find the last date of a month with EOMONTH, calculate the number of months or years between two dates with DATEDIF and find the number of work days between two dates NETWORKDAYS. Learn More
Explore summarizing data with Excel
Excel column/row grouping: When you have a big spreadsheet, you can Hide columns/rows, but grouping is an easy to use, more powerful feature. It allows the user to to quickly consolidate and expand data. Learn More
Excel Filters: Have you ever downloaded data and then struggled to use the data? Learn how to add filters and view a subset of your data. Learn More
Google Sheets - Not as powerful as Excel but great for situations where multiple people are adding or updating data
Google Sheet Edit History: Have you ever wondered who edited a cell? It's as easy as right clicking on a cell and selecting "Show Edit History". Or, if you want to see a previous version of the entire spreadsheet select the File Menu, then Version History. Learn More
Google Sheet Filters: Do you want to be able to filter data without impacting other users? Try Filter Views. For example you might have a google sheet that tracks projects but you want to only view your tasks while others want to view their tasks. Learn More
Add a signature to a PDF
Gmail searching: Have you ever struggled to find an email?
(1) You probably already know how to use Basic search.
(2) If you click on the small drop down arrow you will find many more options that let you search for an email from a specific user with a specific subject.
And, still more options like is:starred and newer_than:2d Learn More