Excel 2010: Tips and Tricks
Excel Tips and Tricks
CRI CPE Week
May 2011
Presented by:
Francois Houde, CA, CISA
Schedule of the Session
Transitioning from Excel 2003 to Excel 2010: What happened to my Excel?
Managing versions
Searches with wildcard characters
Multiple windows of the same workbook
Creating three dimensional formulas
Feel like discovering new functions?
Using the scenario manager
What happened to my Excel?
Q: My Pfx Engagement menus are gone and/or I’ve lost my tickmarks
A: The PPC add-ins is most likely disabled or your workbook is outside of Pfx
Engagement
File > Options > Add-ins > select
“Disabled Items” in the dropdown menu and click “Go…” Enable the PPC add-in
What happened to my Excel?
Q: Excel keeps on opening workbooks in
“protected view” or in read-only mode
A: File > Options > Trust Center > clear all checkboxes except the last one.
This can also be done in Word and
PowerPoint
What happened to my Excel?
Q: I can’t follow a link. When I double click on a cell it only displays the formula
A: “Allow editing directly in cells” is most likely enabled
File > Options > Advanced > clear the
“Allow editing directly in cells” checkbox
What happened to my Excel?
Q: All my worksheets are in the same windows A1: In Pfx Engagement, from the file room view: Tools > Options > General >
“Launch separate instances of Excel
(Dual monitor)” should be checked
A2: In Excel: File > Options > Advanced >
Display > “Show all windows in the
Taskbar” should be checked
What happened to my Excel?
Q: I’m lost I can’t find anything.
I hate Excel 2010
A: Handout 1 – Excel 2010
Keyboard shortcuts
Handout 2 – Cross Reference:
Menu from Excel 2003 to
Ribbon in Excel 2010
Handout 3 – Cross Reference:
Menu from Word 2003 to
Ribbon in Word 2010
http://office.microsoft.com/en-us/support/learn-where-menu-and-toolbarcommands-are-in-office-2010-and-related-products-HA101794130.aspx
Managing versions
CRI CPE Week
May 2011
Presented by:
Francois Houde, CA, CISA
Schedule of the Session
Transitioning from Excel 2003 to Excel 2010: What happened to my Excel?
Managing versions
Searches with wildcard characters
Multiple windows of the same workbook
Creating three dimensional formulas
Feel like discovering new functions?
Using the scenario manager
What happened to my Excel?
Q: My Pfx Engagement menus are gone and/or I’ve lost my tickmarks
A: The PPC add-ins is most likely disabled or your workbook is outside of Pfx
Engagement
File > Options > Add-ins > select
“Disabled Items” in the dropdown menu and click “Go…” Enable the PPC add-in
What happened to my Excel?
Q: Excel keeps on opening workbooks in
“protected view” or in read-only mode
A: File > Options > Trust Center > clear all checkboxes except the last one.
This can also be done in Word and
PowerPoint
What happened to my Excel?
Q: I can’t follow a link. When I double click on a cell it only displays the formula
A: “Allow editing directly in cells” is most likely enabled
File > Options > Advanced > clear the
“Allow editing directly in cells” checkbox
What happened to my Excel?
Q: All my worksheets are in the same windows A1: In Pfx Engagement, from the file room view: Tools > Options > General >
“Launch separate instances of Excel
(Dual monitor)” should be checked
A2: In Excel: File > Options > Advanced >
Display > “Show all windows in the
Taskbar” should be checked
What happened to my Excel?
Q: I’m lost I can’t find anything.
I hate Excel 2010
A: Handout 1 – Excel 2010
Keyboard shortcuts
Handout 2 – Cross Reference:
Menu from Excel 2003 to
Ribbon in Excel 2010
Handout 3 – Cross Reference:
Menu from Word 2003 to
Ribbon in Word 2010
http://office.microsoft.com/en-us/support/learn-where-menu-and-toolbarcommands-are-in-office-2010-and-related-products-HA101794130.aspx
Managing versions