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15 Excel Formulas, Keyboard Shortcuts & Tricks That'll Save You Lots of Time

January 10, 2017

By cstec@hubspot.com (Carly Stec)

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Excel and marketing go together like peanut butter and chocolate. There’s just one problem — for many of us, trying to organize and analyze Excel worksheets can feel like walking into a brick wall over and over again. You’re manually replicating columns and scribbling down long-form math on a scrap of paper, all while thinking to yourself, “There has to be a better way to do this.” Truth be told, there probably is — you just don’t know it yet.

Excel can be tricky that way. On one hand, it’s an exceptionally powerful tool for reporting and analyzing marketing data. On the other, without the proper training, it’s easy to feel like it’s working against you. Download our free Excel guide here for more tutorials to help you master the  essential Excel skills.

To help you use Excel more effectively (and save a ton of time), we’ve compiled a list of essential functions, keyboard shortcuts, and other small tricks you should know.

15 Excel Formulas, Keyboard Shortcuts & Tricks That’ll Save You Lots of Time

Excel Formulas

1) SUMIF

Let’s say you want to determine the profit you generated from a list of leads who are associated with specific area codes, or calculate the sum of certain employees’ salaries — but only if they fall above the a particular amount. Doing that manually sounds a bit time-consuming, to say the least.

With the SUMIF function, it doesn’t have to be — you can easily add up the sum of cells that meet a certain criteria, like in the salary example above.

  • The formula: =SUMIF(sum_range, criteria_range1, criteria1, [criteria_range2, criteria2], …)
    • Sum_range: The range of cells you’re going to add up.
    • Criteria_range1: The range that is being tested using Criteria1.
    • Criteria1: The criteria that determine which cells in Criteria_range1 will be added together.

In the example below, we wanted to calculate the sum of the salaries that were greater than $70,000. The SUMIF function added up the dollar amounts that exceeded that number in the cells C3 through C12, with the formula =SUMIF(C3:C12,”>70,000″).

2) TRIM

Email and file sharing are wonderful tools in today’s workplace. That is, until one of your colleagues sends you a worksheet with some really funky spacing. Not only can those rogue spaces make it difficult to search for data, but they also affect the results when you try to add up columns of numbers.

Rather than painstakingly removing and adding spaces as needed, you can clean up any irregular spacing using the TRIM function, which is used to remove extra spaces from data (except for single spaces between words).

  • The formula: =TRIM(“Text”)
    • Text: The text from which you want to remove spaces.

Here’s an example of how …read more

Source:: HubSpot Blog

      

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