John Walkenbach

The Excel legend, John Walkenbach is the most respected Excel author. He has been writing about Excel for decades. I have many of his books. Look up Excel Guru and you’ll see his picture. I was honored that his review is on the back of my first book.

His site contains lots of Excel resources – his Power Utility Pack Add-in a worthwhile purchase.

Hide Grouping Icons

Grouping icons allow you to hide and unhide rows and columns really quickly. Sometimes you might want to hide the grouping icons to maximise the Excel grid.

The keyboard shortcut to hide the grouping icons is

Ctrl + 8

The same shortcut makes them visible again.

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Pivot Table Wizard

You may have thought the Pivot Table Wizard had been removed from Excel, but it hasn’t. You can use the following keyboard shortcut to activate it.

Alt d p

Pressed in sequence, not held down.

The Pivot Table Wizard doesn’t recognise formatted tables, and you should only use it if you need to define Multiple Consolidation Ranges.

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TED Talks

I LOVE TED Talks, they cover so many different topics and are, on the whole, brilliant! I have been watching then for years and highly recommend you check a few out. You will be amazed. They are short and usually very well presented and often humorous.

Insert Subtotals Dialog

In a sorted list you can have Excel automatically insert subtotals based on the sorted column.

With a cell selected in the table, the keyboard shortcut for the Subtotals Dialog is

Alt a b

Pressed in sequence, not held down.

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Data Validation Dialog

To open the Data Validation dialog use the following keyboard shortcut.

Alt a v v

Pressed in sequence, not held down.

Data Validation enables you to limit what a user can enter in a cell.

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Move between open Excel files

The keyboard shortcut to move between open workbooks is

Ctrl + Tab

Sometimes this can be quicker than using the mouse.

Ctrl + Shift + Tab will go through the files in the reverse direction.

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Set Freeze Panes

In Excel, to set or remove Freeze Panes use

Alt w f f

Keys pressed in sequence, not held down.

Freeze Panes keeps certain rows and columns on the screen as you scroll down and across.

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Advanced Excel Reporting For Management Accountants (Wiley, 2014)

In this book I share the reporting techniques that I’ve learned over the 20 years that I’ve been using spreadsheets.

You don’t need to be an advanced user to take advantage of this book.

If you have basic skills, the book with guide you through the techniques required to create advanced, automated reports.