There are a few general matters in Excel that you might need to know as you begin to work in the program. From the basic questions you will likely encounter as you set up to adjusting your preferences once you get the hang of things, this section covers it all. Check out the following general tips to make using Excel more convenient.
Tips, Tricks, and Answers
The following articles are available for the 'General Information' topic. Click the article''s title (shown in bold) to see the associated article.
A Shortcut for Switching Focus
While not technically an Excel-only tip, the shortcuts described in this tip will help you switch focus from your workbook to the Windows desktop. These shortcuts will make working in the Windows environment easier.
Accessing Stock Information
Do you follow the stock market? If you do and you want to get stock information into a worksheet, there are some new ways to do it that can be quite helpful in Excel.
Appearance of Excel on the Taskbar
Do you want Excel to use a task button, on the Windows Taskbar, for each of your open worksheets? Then just make this simple change to get the appearance you want.
Arranging Workbook Windows
If you find yourself working with a number of different workbooks at the same time, you may want to arrange your desktop so you can see each of the workbooks. Here's an easy way to arrange the workbook windows to reflect your working desires.
Can't Access the Registry
Many Windows applications rely on information stored in the Registry. If that information cannot be accessed, the application may not work as desired. Here's how to overcome a specific Registry-related problem with Excel VBA.
Changing the Default Font
It makes sense that when Excel creates a blank workbook, it must figure out which font to use for that workbook. Fortunately, Excel allows you to modify the default font (and font size) it will use.
Changing the Outline Color of the Selected Cell
It can be a bit difficult, at times, to locate the selected cell on the screen. If you have difficulties in this area, then the ideas in this tip can help you out.
Changing Your Name
One of the many pieces of information that Excel keeps track of is your name. If you want to change your name for Excel's purposes (perhaps to add or remove a middle initial), then you need the information in this tip.
Clearing Large Clipboard Entries
Need to clear out a large amount of information saved on the Clipboard? All you need to do is to replace it with a small amount of information, as described in this tip.
Closing Excel when Closing the Last Workbook
Have you noticed that when you close the last workbook in Excel, the program window itself often stays open? This relatively new development in Excel can be frustrating to those who want the program to go away when you are done working with that workbook. Here's some ideas on why it happens and what you can do about it.
Controlling Automatic Backups
Excel can make backups whenever you save your workbook. If you want to turn the feature on or off, this tip explains how to do it.
Converting PDF to Excel
Reports and other formal documents are often distributed in PDF format so that they can be read and printed on a variety of different computer systems. If you need to get information out of a PDF file and into an Excel workbook, the task can be challenging.
Creating New Windows
If you need to look at different parts of the same worksheet at the same time, the answer is to create windows for your data. It is easy to do, as described in this tip.
Determining Your Version of Excel
Want to find out exactly what version of Excel you are using? Here's how to get to the info.
Differences between Tables and Named Ranges
Excel allows you to define the data in a worksheet as a table. Doing so can provide some clear benefits over simply accessing the data using named ranges.
Disabled Page Setup Tools
It can be frustrating if you expect to use some of Excel's tools normally available on the ribbon, but those tools are disabled for some reason. Here's one such scenario and some ideas on what is happening.
Disabling a Function Key
Function keys are used to perform common tasks in Excel. If you want to disable one of the function keys, it's rather easy to do. Here's how to do it.
Disabling the F1 Key
Tired of hitting the F1 key by mistake and pulling up the Help system? Here are a couple of ways (one drastic and one not so drastic) that you can disable that pesky F1 key.
Disappearing Status Bar
Ever had your Excel status bar disappear unexpectedly? Here's some ideas on why this may be happening.
Displaying a Count of Zeros on the Status Bar
Excel allows you to display the results of several common worksheet functions on the status bar. The available functions are limited, and you may wonder if you can add other functions to what is available.
Displaying a Hidden First Column
Hiding columns is easy, even hiding column A. How, then, do you get that left-most column displayed again? Here are a few techniques you can use.
Dividing the Screen Unevenly between Two Workbooks
When working with multiple workbooks, you'll typically want to resize the workbook windows so you can see the data from each worksheet at the same time. Excel provides some features for divvying up the screen between workbooks, but you may desire a more customized approach to dividing the screen.
Drop-Down List Font Sizes
Excel has several features that cannot be customized. The font size in the drop-down lists is one of them. If you need make changes to this, however, there is a potential workaround. This tip explains more.
Embedding Your Phone Number in a Workbook
Want to provide a bit of contact information in a workbook? A great place to do it (out of sight, but not inaccessible) is in the properties that Excel maintains for each workbook.
Empty Cells Triggers Error
By default, Excel provides some feedback on your formulas so that you can easily locate potential errors. If you get tired of Excel pointing out some of these errors, you can adjust how it does its checking.
Ensuring Compatibility with Older Excel Versions
If you are sharing a workbook with users who aren't using the same version of Excel that you use, there could be some compatibility issues crop up. This tip examines how you can ferret out those issues and provides some ideas for getting around them.
Ensuring Usability for Differing Excel Versions
If you develop workbooks that will be used by others, you need to be aware of which versions of Excel are being used. Here are a few ideas that can help you make sure your workbooks will run trouble-free on older versions of Excel.
Need to find out how good you are with Excel? Here are some places you can check out to quiz yourself.
Excluding a Specific Add-In at Startup
Got an add-in that you don't want loaded each time that Excel starts up? Here are a few ways that you can exclude it.
F4 No Longer Changes Cell References
Excel has a wide variety of keyboard shortcuts that can help make it easier to use the program. When one of those shortcuts doesn't work like we expect, it can throw us off. Here's one such situation with the F4 key.
Finding the Number of Significant Digits
When looking at a number, you may wonder how many significant digits it contains. The answer is not always an easy one, because of the rules of what constitutes significance. This tip provides a quick overview and possible solution to the question.
Fixing a Numeric Keypad Key
We all expect the keyboard keys to operate as normal, and when they don't, it can be bothersome. Geraldine had such a problem, and this tip offers a few things she can check to solve the problem.
Forcing Stubborn Recalculation
Have you ever recalculated a worksheet, only to notice that not everything calculated as it should? Here's a way you can force a complete recalc, along with some ideas on why you might not be seeing the results that you expect.
Freezing Both Rows and Columns
When you are working in a worksheet, you may want to freeze the rows at the top or left of the worksheet. Excel provides a tool that allows you to do this, but its use can be a bit confusing at times. This tip clears up any confusion that may exist.
Frequent Workbook Recovery Prompts
When you open a workbook, Excel examines that workbook to make sure it can understand the data it contains. This can lead to warnings if Excel can't make sense of something. This tip examines why this may happen and provides some ideas on what to do about it.
Generating Random Testing Data
Need to test your formulas? Then you need some testing data that you can use to see if the formulas function as you expect. Here's some different ways you can generate some random data for testing.
Getting Notification a Recalculation is Necessary
Want to be notified whenever your worksheet needs to be recalculated? Excel may already have you covered, as described in this tip.
Getting Stock Information into Excel
Excel is a great tool for analyzing financial information. If you want to do some analysis using stock information, it is helpful to know how to get that data into a worksheet in the first place. This tip looks at some possible sources.
Going to the Corners of a Selected Range
When you select a range of cells (particularly if it is a large range of cells), you may not be quite sure if you've selected everything you needed to. One way to check is to move around the corners of the selected range, using the shortcut key described in this tip.
Grabbing a User's Name from Excel
One of the settings you can make in Excel is to specify a user's name. This name is accessible through macros, and can therefore be used within your worksheets. This tip examines the simplest method of accessing the user's name.
Help for Older Excel Versions
If you are using an older version of Excel, you may discover one day that the online help system no longer works. This tip looks at a couple of things you can do to get the help you need.
How Excel Stores Dates and Times
Excel stores dates and times internally using what is called a serial number. This tip explains how that serial number is derived.
Inadvertantly Getting Rid of Frozen Panes
Excel provides quite a bit of flexibility in displaying your data. You can have multiple windows visible for the same worksheet and you can freeze panes in each window, as desired. If you want to have Excel automatically copy pane information from an original window to a new window, you'll love the information in this tip.
Inserting the User's Name in a Cell
Need to understand who is using a particular workbook? There are a number of ways you can find out, as discussed in this tip.
Iterating Circular References
Does your data require that you perform calculations using circular references? If so, then you'll want to be aware of the way in which Excel handles those references.
Jumping to the Last Possible Cell
It can be frustrating if you try to jump to the last cell in a worksheet, only to find out that you are taken to some cell quite a distance from your expected location. This tip looks at why this may happen and how to fix it.
Jumping to the Real Last Cell
Jumping to the last cell in a worksheet should be easy, but you may not always get the results that you expect. This tip looks at why this could be the case and how you can get around the problem.
Keyboard Shortcut for Switching between Workbooks
When you use Excel with multiple workbooks open at the same time, you can use the ribbon tools to switch between workbooks. It can be faster to use the shortcuts discussed in this tip, however.
Losing Data in a Shared Workbook
When you create a shared workbook, you run the risk of losing some of the data in that workbook. Here's a discussion about why this occurs and what you can do about it.
Maintaining the Active Cell
Move from one worksheet to another, and Excel selects whatever cell was last used in the worksheet you are selecting. If you don't want this behavior (you want to have the same cell selected on the new worksheet as on the old), then you can apply the techniques in this tip.
Making AutoComplete Work for an Entire Column
AutoComplete is a great feature for quickly adding data to a worksheet. If you are confused by why some things are picked up by AutoComplete and others aren't, you may find this tip helpful.
Making Pane Settings Persist
When you freeze panes in a worksheet, those panes should persist even though you save the workbook and reload it. There could be any number of reasons as to why they aren't persisting, however. This tip provides some ideas on how to address the problem.
Measuring Efficiency of Formulas and Macros
As the limits on what you can store in Excel have increased, so has the need to consider how to make your workbooks and macros as efficient as possible. This tip examines some resources you can use to improve the performance of your formulas and macros.
Message about a Problem with the Clipboard
Imagine this: You are working along just fine in Excel, then you try to make an edit to your workbook that causes a strange little error message to pop up. Now imagine that error popping up after many of your edits. Rod had that problem and is wondering why it is occurring and how he can fix it.
Modifying Error Alerts Received
Excel helpfully lets you know when the data or formulas you've entered in a cell don't make sense. It does this by comparing your entry to a set of rules that define possible errors. If you find this bothersome, you may appreciate the potential solutions covered in this tip.
Monitoring the Number of Formats Defined
The number of formats used in a workbook can become a problem if you run up against the limit Microsoft hard-coded into the program. Neither Excel nor VBA allows you to figure out how many formats are defined in a workbook, but a bit of preventative action can help stave off potential problems.
Mouse Scroll Wheel Doesn't Work with Some Worksheets
When you use the mouse wheel, the normal behavior is to scroll vertically through your worksheet. If the mouse wheel doesn't work that way on a worksheet, then the ideas in this tip may help you track down the culprit.
Moving Between and Selecting Sheets with the Keyboard
Hate to take your fingers off the keyboard? Here's how you can move from worksheet to worksheet without touching the mouse.
Not Enough System Resources
When you are using Excel, it can be frustrating to receive a cryptic error message that indicates the program cannot perform a routine function. This tip looks at how to track down problems that could cause such errors.
Odd Arrow Key Behavior
Press the up or down arrow keys, and you expect Excel to change which cell is selected. If this doesn't occur on your worksheet, it could be due to a simple inadvertent keypress on the keyboard.
Office 365 and Excel Versions
What is Office 365 and how does it relate to the version of Excel you have? This tip provides what you need to understand in order to understand what can, at times, seem a confusing confluence of products.
Picking a Workbook Format
Need to share workbook information with a wide number of people? It can be puzzling to figure out which version of Excel to use. Here are some ideas that may help.
Problems Pasting Information into a Worksheet
What do you do if pasting information into a worksheet brings Excel to its knees? This tip looks at just a few ideas you can check out.
Need to modify how a cell reference, in a formula, is constructed? The shortcut described in this tip will help you step through each of the various referencing modes that can be used by a cell.
Relative Worksheet References
Copy a formula from one place to another and Excel helpfully adjusts the cell references within the formula. That is, it adjusts everything except the names of any worksheets that may be referenced in the formula. Here's how you can get around that lack of change.
Add-ins are used to extend Excel's capabilities in lots of different ways. If you want to get rid of an add-in completely, you'll love the technique described in this tip.
Restoring the Analysis ToolPak
Add-ins for Excel, such as the Analysis ToolPak, are stored in files on your hard drive that can be deleted. If you delete the ToolPak files by accident, you may be looking for a way to get the add-in back where it belongs.
Saving Movement on Enter with a Workbook
Press Enter when working in a workbook and Excel moves to a cell adjacent to the one in which you were working. If you want, you can adjust the direction in which Excel makes the move. Here's how to save a direction with each workbook you create.
Saving Non-Existent Changes
Open a workbook, look at the data, start to close the workbook, and you are asked if you want to save your changes. What gives? You made no changes, right? Here's why you see that message even if you made no overt changes to your data.
Seeing Excel's Program Window
Have you ever opened Excel to find that the window you saw yesterday is not the same as it is today? Sometimes, for various reasons, your program window appears too big for your screen. Here are some things you can do to correct this problem.
Selecting a Suggestion with the Keyboard
Excel tries to anticipate what you want to type into a cell, particularly when it comes to entering formulas. Here are the keys you need to be able to use the keyboard to select from the suggestions that Excel makes.
Selecting Multiple Cells by Mistake
Click on a cell and you expect the single cell to be selected. If you instead get a group of cells, it can be frustrating to figure out why.
Setting the Width for Row Labels
Excel displays, by default, a row label or heading at the left side of each row on the screen. As you scroll down the screen, the width of this heading increases to accommodate the number of digits it needs to display. This can cause some interesting side effects, as discussed in this tip.
Shortcut to Move between Two Worksheets
Moving between to adjacent worksheets is easy; Excel provides a shortcut key to do the trick. If you want to move between two non-adjacent worksheets, you'll need to get creative.
Slowing Down Mouse Selection
Ever tried to select a range of cells using the mouse, only to have the cells scroll by so quickly you can't make the selection? It's happened to all of us; here's what you can do to get around the problem.
Speeding Up Large Worksheets
If your worksheet gets large enough, you may notice a severe slowdown when it is recalculated. This tip provides some guidance on how you can perhaps speed up those operations by changing some formulas to static values.
Does your worksheet or workbook not always recalculate like you expect? If so, then some of the ideas in this tip may help solve the situation.
Starting in Safe Mode
By using a command-line switch, Excel can be started in safe mode. This means that the program is loaded with bare-bones functionality. Knowing how to start in this mode can be very helpful when you are trying to troubleshoot any errant behavior by the program.
Status Bar Summing No Longer Available
When you select a range of cells, Excel normally displays the sum of those selected cells on the status bar. If the sum no longer appears, here's how you can get it back.
Stopping an Excel Window from Maximizing
When you drag an Excel window near the edge of your screen, you may end up having that window occupy more of the screen than you want. This tip looks at why this behavior occurs and how you can stop it.
Synchronous Scrolling with More than Two Windows
Synchronous scrolling of different windows can be very helpful with some worksheets. Excel allows you to synchronize the scrolling of two windows, but you may want to synchronize more than that.
Thoughts and Ideas on Significant Digits in Excel
Ruminations and reflections about significant digits in Excel. Includes examples of how significant digits can affect the outcome of various functions and formulas.
What is a list of data, and how do you create one? Here are some guidelines you may find helpful.
Understanding R1C1 References
Referring to cells is typically done using a letter and a number, which represent the column and row. That's not the only way that Excel can refer to cells, however. Here's an alternative method of designating cell references.
Understanding Relative and Absolute Addressing
In Excel you can reference a cell in a formula by entering the coordinates for the cell you want to reference. This can affect how that formula is later copied to other cells. If you want to modify how Excel changes your cell references in formulas, you need to understand the difference between relative and absolute addressing.
Using a Single Instance of Excel with Two Monitors
Working on a computer system that has multiple monitors can help increase your productivity. If you want to work with multiple workbooks in a single instance of Excel across those monitors, here's the way to do it.
Using More CPU Power when Calculating
Today's PCs are more powerful than ever, but you can still have slowdowns when it comes to calculating large workbooks. Here's a high-level overview of how Excel uses the CPU in your system, and why the CPU's usage may not be at the level you desire.
Viewing More than Two Places in a Worksheet
If your worksheet gets big enough, it is easy to spend a lot of time navigating back and forth between different areas. Why not look at two places in the same worksheet at the same time? Here's how.
Weird Actions for Arrow Keys and Enter
If your arrow keys and the Enter key aren't working as you expect them to, the problem could have any number of causes. This tip discusses some of the things you can try in order to rectify the situation.
Weird Mouse Shortcut
If you like to use the mouse in your worksheet navigation efforts, you'll want to pay attention to this tip. Here you discover a way you can navigate using the mouse and the borders of the selected cell.
Where Is that Name?
Want to easily see the location of named ranges in your worksheet? It's easy; all you need to do is use the familiar Zoom tool in a way you've never thought of before.
Working in Feet and Inches
Your chosen occupation may require that you work with linear distances in feet and inches. Excel can do this, to a degree, but you need to understand what the limitations are.
Working with Huge Datasets
It seems that more and more people are needing to use Excel to analyze large amounts of data. The success you have in working with large datasets can depend of several factors, as discussed in this tip.
Working with Record Numbers
Want to keep track of various rows in a data table through the use of record numbers? Here are some options and considerations you should keep in mind.
See Go Deeper at the top of the left column for related topics...