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8 Excel Hacks To Save Time & Automate Tasks

  • Last updated:
    November 19, 2024
  • Tags:
Excel formulas - tips and tricks on how to use Excel formulas smart.

Do you know that Excel, beyond its basic functions, is a powerful tool capable of automating tasks and saving you countless hours? In this article, we’ll unveil 8 ingenious Excel hacks that will transform your workflow.

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8 Hacks For Excel

1. Flash Fill

Quickly populate cells with consistent patterns, reducing manual input errors.

Screenshot from Excel on how flash fill works
  • What it does:Flash fill automatically fills in data based on patterns.
  • How to use it: Enter the first few entries in a column, then start typing the next entry. Excel will suggest completions based on the pattern. Press Tab to accept.

2. Quick Analysis Tool

Instantly generate charts, pivot tables, and formulas, streamlining data analysis and visualization.

Screenshot from Excel with quick analysis feature
  • What it does: Provides quick data analysis options like creating charts, pivot tables, and formulas.
  • How to use it: Select a range of data and click the Quick Analysis button (looks like a small chart) that appears in the bottom-right corner.

3. Conditional Formatting

Screenshot from excel with steps to apply conditional formatting
  • What it does: Applies formatting based on specific conditions.
  • How to use it: Select your data, go to the Home tab, and click Conditional Formatting. Choose a rule, set your conditions, and format accordingly.

Learn how to remove conditional formatting.

4. Power Query

Clean and transform data efficiently.

  • What it does: A powerful data cleaning and transformation tool.
  • How to use it: Go to the Data tab, click Get & Transform Data, and choose your data source. Clean, transform, and shape your data as needed.

5. PivotTables

Summarize and analyze large datasets.

Insert pivot table to make the clustered pivot chart, screenshot from excel
  • What it does: Summarizes and analyzes large datasets.
  • How to use it: Select your data, go to the Insert tab, and click PivotTable. Drag and drop fields to create your desired summary.

6. Macros

Automate repetitive tasks. Record and replay a series of actions, saving time and reducing the risk of human error.

Developer tab on Excel ribbon screenshot
  • What it does: Records and automates repetitive tasks.
  • How to use it: Go to the Developer tab (enable it if necessary), click Record Macro, perform the actions, and stop recording.
Create macro tab in excel screenshot

7. VLOOKUP and INDEX-MATCH

Retrieve specific data from other tables.

VLOOKUP Function MS Excel - Ajelix Excel Formula Cheat Sheet
  • What it does: These functions allow you to look up and retrieve data from other tables.
  • How to use them: Use VLOOKUP for simple lookups, and INDEX-MATCH for more complex ones, especially when dealing with multiple criteria.

8. Text to Columns

Split text strings into multiple columns. This is one of my favorite Excel features.

Screenshot from excel with text to columns feature explained
  • What it does: Splits text strings into multiple columns.
  • How to use it: Select your data, go to the Data tab, and click Text to Columns. Choose a delimiter (like comma, tab, or space) or specify a fixed width to split the text.

FAQ

What if Flash Fill doesn’t suggest the correct pattern?

You can manually enter the correct pattern in the next few cells, and Flash Fill will likely pick up on it. If not, you may need to adjust the data format or clean up any inconsistencies.

Can I record multiple actions in a single macro?

Yes, you can record multiple actions in a single macro. Simply start recording, perform the desired actions, and then stop recording. You can even combine multiple macros into a single, more complex macro.

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