excel for procurement

Excel For Procurement Professionals

Most Procurement professionals use excel on a regular basis but some functions are easier to remember than others. If you need to refresh your memory or learn new tricks check out these videos.

V Lookup in Excel

Pivot Tables in Excel

Excel Shortcuts

Excel Dashboard- Speedmometer Chart

Paste Special to Transpose

You’ve got a bunch of rows. You want them to be columns. Or vice versa. Copy the data, select Paste Special, check the Transpose box and paste with a different orientation.
 
Use the $ Sign
 
If you copy a formula and paste it in the next cell down, Excel will shift that referenced cell, so it would say A2 instead. To prevent shifting, use the $. So in that case, saying $A1 would prevent a shift in the column (A); A$1 prevents the shift in the row (1), and $A$1 prevents the shift change in any direction when copying a formula.
 

To do this

Press

Close a workbook.

Ctrl+W

Open a workbook.

Ctrl+O

Go to the Home tab.

Alt+H

Save a workbook.

Ctrl+S

Copy selection.

Ctrl+C

Paste selection.

Ctrl+V

Undo recent action.

Ctrl+Z

Remove cell contents.

Delete

Choose a fill color.

Alt+H, H

Cut selection.

Ctrl+X

Go to the Insert tab.

Alt+N

Apply bold formatting.

Ctrl+B

Center align cell contents.

Alt+H, A, C

Go to the Page Layout tab.

Alt+P

Go to the Data tab.

Alt+A

Go to the View tab.

Alt+W

Open the context menu.

Shift+F10 or

Windows Menu key

Add borders.

Alt+H, B

Delete column.

Alt+H, D, C

Go to the Formula tab.

Alt+M

Hide the selected rows.

Ctrl+9

Hide the selected columns.

Ctrl+0

Navigate Inside Worksheets
Arrow Keys Move one cell up, down, left, or right in a worksheet.
Page Down/Page
Up
Move one screen down / one screen up in a
worksheet.
Alt+Page Down/Alt
+Page Up
Move one screen to the right / to the left in a
worksheet.
Tab/Shift+Tab Move one cell to the right / to the left in a worksheet.
Ctrl+Arrow Keys Move to the edge of next data region (cells that
contains data)
Home Move to the beginning of a row in a worksheet.
Ctrl+Home Move to the beginning of a worksheet.
Ctrl+End Move to the last cell with content on a worksheet.
Ctrl+f Display the Find and Replace dialog box (with Find
selected).
Ctrl+h Display the Find and Replace dialog box (with
Replace selected).
Shift+F4 Repeat last find.
Ctrl+g (or f5) Display the ‘Go To’ dialog box.
Ctrl+Arrow Left/Ctr
l+Arrow Right
Inside a cell: Move one word to the left / to the right.
Home/End Inside a cell: Move to the beginning / to the end of a
cell entry.
Alt+Arrow Down Display the AutoComplete list e.g. in cell with
dropdowns or autofilter.
End Turn ‘End’ mode on. In End mode, press arrow keys
to move to the next nonblank cell in the same
column or row as the active cell. From here use
arrow keys to move by blocks of data, home to move
to last cell, or enter to move to the last cell to the
right.
Work with Data Selections
Select Cells
Shift+Space Select the entire row.
Ctrl+Space Select the entire column.
Ctrl+Shift+*
(asterisk)
Select the current region around the active cell.
Ctrl+a (or ctrl+Shift
+spacebar)
Select the entire worksheet or the data-containing
area. Pressing ctrl+a a second time then selects entire
worksheet.
Ctrl+Shift+Page Up Select the current and previous sheet in a workbook.
Ctrl+Shift+o Select all cells with comments.
Shift+Arrow Keys Extend the selection by one cell.
Ctrl+Shift+Arrow
Key
Extend the selection to the last cell with content in
row or column.
Shift+Page Down/S
hift+Page Up
Extend the selection down one screen /up one screen.
Shift+Home Extend the selection to the beginning of the row.
Ctrl+Shift+Home Extend the selection to the beginning of the
worksheet.
Ctrl+Shift+End Extend the selection to the last used cell on the
worksheet (lower-right corner).
Manage Active Selections
F8 Turn on extension of selection with arrow keys
without having to keep pressing shift.
Shift+F8 Add another (adjacent or non-adjacent) range of cells
to the selection. Use arrow keys and shift+arrow keys
to add to selection.
Shift+Backspace Select only the active cell when multiple cells are
selected.
Ctrl+Backspace Show active cell within selection.
Ctrl+. (period) Move clockwise to the next corner of the selection.
Enter/Shift+Enter Move active cell down / up in a selection.
Tab/Shift+Tab Move active cell right / left in a selection.
Ctrl+Alt+Arrow
Right/Ctrl+Alt+Arro
w Left
Move to the right / to the left between non-adjacent
selections (with multiple ranges selected).
Esc Cancel Selection.
Select inside cells
Shift+Arrow Left/S
hift+Arrow Right
Select or unselect one character to the left / to the
right.
Ctrl+Shift+Arrow
Left/Ctrl+Shift+Arr
ow Right
Select or unselect one word to the left / to the right.
Shift+Home/Shift+
End
Select from the insertion point to the beginning / to
the end of the cell.
Insert and Edit Data
Undo / Redo Shortcuts
Ctrl+z Undo last action (multiple levels).
Ctrl+y Redo last action (multiple levels).
Work with Clipboard
Ctrl+c Copy contents of selected cells.
Ctrl+x Cut contents of selected cells.
Ctrl+v Paste content from clipboard into selected cell.
Ctrl+Alt+v If data exists in clipboard: Display the Paste Special
dialog box.
Ctrl+Shift+[[]+[[] If data exists in clipboard: Display the Insert dialog
box to insert blank cells.
Edit Inside Cells
F2 Edit the active cell with cursor at end of the line.
Alt+Enter Start a new line in the same cell.
Enter Complete a cell entry and move down in the
selection. With multiple cells selected: fill cell range
with current cell.
Shift+Enter Complete a cell entry and move up in the selection.
Tab/Shift+Tab Complete a cell entry and move to the right / to the
left in the selection.
Esc Cancel a cell entry.
Backspace Delete the character to the left of the insertion point,
or delete the selection.
Delete Delete the character to the right of the insertion
point, or delete the selection.
Ctrl+Delete Delete text to the end of the line.
Ctrl+; (semicolon) Insert current date.
Ctrl+Shift+: (colon) Insert current time.
Edit Active or Selected Cells
Ctrl+d Fill complete cell down (Copy above cell).
Ctrl+r Fill complete cell to the right (Copy cell from the left).
Ctrl+” Fill cell values down and edit (Copy above cell
values).
Ctrl+’ (apostrophe) Fill cell formulas down and edit (Copy above cell
formulas).
Ctrl+l Insert a table (display Create Table dialog box).
Ctrl+- Delete Cell/Row/Column Menu
Ctrl+- with row /
column selected
Delete row / delete column.
Ctrl+Shift++ Insert Cell/Row/Column Menu
Ctrl+Shift++ with
row / column
selected
Insert row/ insert column.
http://www.shortcutworld.com/en/win/Excel_2010.pdf
Excel 2010 Shortcuts
Platform: Windows/English
Shift+F2 Insert / Edit a cell comment.
Shift+f10, then m Delete comment.
Alt+F1 Create and insert chart with data in current range as
embedded Chart Object.
F11 Create and insert chart with data in current range in
a separate Chart sheet.
Ctrl+k Insert a hyperlink.
enter (in a cell with
a hyperlink)
Activate a hyperlink.
Hide and Show Elements
Ctrl+9 Hide the selected rows.
Ctrl+Shift+9 Unhide any hidden rows within the selection.
Ctrl+0 (zero) Hide the selected columns.
Ctrl+Shift+0 (zero) Unhide any hidden columns within the selection*.
Ctrl+` (grave
accent)
Alternate between displaying cell values and
displaying cell formulas. Accent grave /not a
quotation mark.
Alt+Shift+Arrow
Right
Group rows or columns.
Alt+Shift+Arrow
Left
Ungroup rows or columns.
Ctrl+6 Alternate between hiding and displaying objects.
Ctrl+8 Display or hides the outline symbols.
Ctrl+6 Alternate between hiding objects, displaying objects,
and displaying placeholders for objects.
*Does not seem to work anymore in Excel 2010. Detailed explanation here:
http://superuser.
com/questions/183197/whats-the-keyboard-shortcut-to-unhide-a-column-in
-excel-2010 why.
Adjust Column Width and Row Height
Note: there are no default shortcuts for this, but workaround through
access keys from previous versions
Alt+o, ca Adjust Column width to fit content. Select complete
column with Ctrl+Space first, otherwise column
adjusts to content of current cell). Remember Format,
Column Adjust.
Alt+o, cw Adjust Columns width to specific value: Option, Cow,
width
Alt+o, ra Adjust Row height to fit content: Option, Row, Adjust
Alt+o, re Adjust Row height to specific value: Option, Row, Hei
ght
Format Data
Format Cells
Ctrl+1 Format cells dialog.
Ctrl+b (or ctrl+2) Apply or remove bold formatting.
Ctrl+i (or ctrl+3) Apply or remove italic formatting.
Ctrl+u (or ctrl+4) Apply or remove an underline.
Ctrl+5 Apply or remove strikethrough formatting.
Ctrl+Shift+f Display the Format Cells with Fonts Tab active. Press
tab 3x to get to font-size. Used to be ctrl+shift+p, but
that seems just get to the Font Tab in 2010.
Alt+’ (apostrophe /
single quote)
Display the Style dialog box.
Number Formats
Ctrl+Shift+$ Apply the Currency format with two decimal places.
Ctrl+Shift+~ Apply the General number format.
Ctrl+Shift+% Apply the Percentage format with no decimal places.
Ctrl+Shift+# Apply the Date format with the day, month, and year.
Ctrl+Shift+@ Apply the Time format with the hour and minute,
and indicate A.M. or P.M.
Ctrl+Shift+! Apply the Number format with two decimal places,
thousands separator, and minus sign (-) for negative
values.
Ctrl+Shift+^ Apply the Scientific number format with two decimal
places.
F4 Repeat last formatting action: Apply previously
applied Cell Formatting to a different Cell
Apply Borders to Cells
Ctrl+Shift+& Apply outline border from cell or selection
Ctrl+Shift+_
(underscore)
Remove outline borders from cell or selection
Ctrl+1, then Ctrl+Ar
row Right/Arrow
Left
Access border menu in ‘Format Cell’ dialog. Once
border was selected, it will show up directly on the
next Ctrl+1
Alt+t* Set top border
Alt+b* Set bottom Border
Alt+l* Set left Border
Alt+r* Set right Border
Alt+d* Set diagonal and down border
Alt+u* Set diagonal and up border
*In Cell Format in ‘Border’ Dialog Window
Align Cells
Alt+h, ar Align Right
Alt+h, ac Align Center
Alt+h, al Align Left
Formulas and Names
Formulas
= Start a formula.
Alt+= Insert the AutoSum formula.
Shift+F3 Display the Insert Function dialog box.
Ctrl+a Display Formula Window after typing formula name.
Ctrl+Shift+a Insert Arguments in formula after typing formula
name. .
Shift+F3 Insert a function into a formula .
Ctrl+Shift+Enter Enter a formula as an array formula.
F4 After typing cell reference (e.g. =E3) makes reference
absolute (=$E$4)
F9 Calculate all worksheets in all open workbooks.
Shift+F9 Calculate the active worksheet.
Ctrl+Alt+F9 Calculate all worksheets in all open workbooks,
regardless of whether they have changed since the
last calculation.
Ctrl+Alt+Shift+F9 Recheck dependent formulas, and then calculates all
cells in all open workbooks, including cells not
marked as needing to be calculated.
Ctrl+Shift+u Toggle expand or collapse formula bar.
Ctrl+` Toggle Show formula in cell instead of values
http://www.shortcutworld.com/en/win/Excel_2010.pdf
Excel 2010 Shortcuts
Platform: Windows/English
Names
Ctrl+F3 Define a name or dialog.
Ctrl+Shift+F3 Create names from row and column labels.
F3 Paste a defined name into a formula.
Manage Multipe Worksheets
Shortcuts to delete, rename, or move worksheets are based on the old
Excel 2003 menus which still work in Excel 2010.
Shift+F11/Alt+Shift
+F1
Insert a new worksheet in current workbook.
Ctrl+Page Down/Ct
rl+Page Up
Move to the next / previous worksheet in current
workbook.
Shift+Ctrl+Page
Down/Shift+Ctrl+P
age Up
Select the current and next sheet(s) / select and
previous sheet(s).
Alt+o then h r Rename current worksheet (format, sheet, rename)
Alt+e then l Delete current worksheet (Edit, delete)
Alt+e then m Move current worksheet (Edit, move)
Manage Multiple Workbooks
F6/Shift+F6 Move to the next pane / previous pane in a workbook
that has been split.
Ctrl+F4 Close the selected workbook window.
Ctrl+n Create a new blank workbook (Excel File)
Ctrl+Tab/Ctrl+Shift
+Tab
Move to next / previous workbook window.
Alt+Space Display the Control menu for Main Excel window.
Ctrl+F9 Minimize current workbook window to an icon. Also
restores (‘un-maximizes’) all workbook windows.
Ctrl+F10 Maximize or restores the selected workbook
window.
Ctrl+F7 Move Workbook Windows which are not maximized.
Ctrl+F8 Perform size command for workbook windows
which are not maximzed.
Alt+F4 Close Excel.
Various Excel Features
Ctrl+o Open File.
Ctrl+s Save the active file with its current file name,
location, and file format.
F12 Display the Save As dialog box.
f10 (or alt) Turn key tips on or off.
Ctrl+p Print File (Opens print menu).
F1 Display the Excel Help task pane.
F7 Display the Spelling dialog box.
Shift+F7 Display the Thesaurus dialog box.
Alt+F8 Display the Macro dialog box.
Alt+F11 Open the Visual Basic Editor to create Macros.
Work with the Excel Ribbon
Ctrl+F1 Minimize or restore the Ribbon.s
Alt/F10 Select the active tab of the Ribbon and activate the
access keys. Press either of these keys again to move
back to the document and cancel the access keys. and
then arrow left or arrow right
Shift+F10 Display the shortcut menu for the selected
command.
Space/Enter Activate the selected command or control in the
Ribbon, Open the selected menu or gallery in the
Ribbon..
Enter Finish modifying a value in a control in the Ribbon,
and move focus back to the document.
F1 Get help on the selected command or control in the
Ribbon. (If no Help topic is associated with the
selected command, the Help table of contents for that
program is shown instead.)
Data Forms
Tab/Shift+Tab Move to the next / previous field which can be edited.
Enter/Shift+Enter Move to the first field in the next / previous record.
Page Down/Page
Up
Move to the same field 10 records forward / back.
Ctrl+Page Down Move to a new record.
Ctrl+Page Up Move to the first record.
Home/End Move to the beginning / end of a field.
Pivot Tables
Arrow Keys Navigate inside Pivot tables.
Home/End Select the first / last visible item in the list.
Alt+c Move the selected field into the Column area.
Alt+d Move the selected field into the Data area.
Alt+l Display the PivotTable Field dialog box.
Alt+p Move the selected field into the Page area.
Alt+r Move the selected field into the Row area.
Ctrl+Shift+*
(asterisk)
Select the entire PivotTable report.
arrow keys to
select the cell that
contains the field,
and then alt+Arro
w Down
Display the list for the current field in a PivotTable
report.
arrow keys to
select the page
field in a
PivotChart report,
and then alt+Arro
w Down
Display the list for the current page field in a
PivotChart report.
Enter Display the selected item.
Space Select or clear a check box in the list.
Ctrl+tab ctrl+Shift
+Tab
select the PivotTable toolbar.
enter then arrow
down /Arrow Up
On a field button: select the area you want to move
the selected field to.
Alt+Shift+Arrow
Right
Group selected PivotTable items.
Alt+Shift+Arrow
Left
Ungroup selected PivotTable items.
The Rest
Dialog Boxes
Arrow Keys Move between options in the active drop-down list
box or between some options in a group of options.
Ctrl+Tab/Ctrl+Shift
+Tab
Switch to the next/ previous tab in dialog box.
Space In a dialog box: perform the action for the selected
button, or select/clear a check box.
Tab/Shift+Tab Move to the next / previous option.
a … z Move to an option in a drop-down list box starting
with the letter
Alt+a … alt+z Select an option, or select or clear a check box.
Alt+Arrow Down Open the selected drop-down list box.
Enter Perform the action assigned to the default command
button in the dialog box.
Esc Cancel the command and close the dialog box.
http://www.shortcutworld.com/en/win/Excel_2010.pdf
Excel 2010 Shortcuts
Platform: Windows/English
Auto Filter
Alt+Arrow Down On the field with column head, display the AutoFilter
list for the current column .
Arrow Down/Arro
w Up
Select the next item / previous item in the AutoFilter
list.
Alt+Arrow Up Close the AutoFilter list for the current column.
Home/End Select the first item / last item in the AutoFilter list.
Enter Filter the list by using the selected item in the
AutoFilter list.
Ctrl + Shift + L Apply filter on selected column headings.
Work with Smart Art Graphics
Arrow Keys Select elements.
Esc Remove Focus from Selection.
F2 Edit Selection Text in if possible (in formula bar).
http://www.shortcutworld.com/en/win/Excel_2010.pd

History of Excel

Excel is developed by Microsoft , a spreadsheet application developed in 1985. is a popular spreadsheet system, which organizes data in columns and rows that can be manipulated through formulas that allow the software to perform mathematical functions on the data.

It’s popularity is that its now ubiquitous, popping up on most systems. Microsoft developed excel to compete with Lotus 1-2-3 which was the dominant application back in the mid 1980’s.

The first version developed in 1985 was actually released for the Apple Mac. With its ability to produce graphs and charts with fast processing the application soon became popular. Mac users were the early adopters, however the next iteration or version was designed to be run on Microsoft own new Windows operating system. Excel took dominance and it really here to stay.

Now, I look at spreadsheets all the time. I still forget how to do V look ups but I remember when I first tried to learn a few decades ago and it was something I thought I would never master. Now I love using excel, I don’t use a calculator as excel is my best friend!