Top Excel Tips For Data Analysts

Top Excel Tips For Data Analysts

It’s an obvious, well-known fact that data and business go hand in hand. You can’t manage one without affecting the other. And whether you’re analyzing a client’s data or using your company’s data to make executive decisions, your tools have to be able to handle the tasks you perform with that information.

For instance, if youre a data analyst, most of the time you go through these stages of data analysis:

  1. Data Cleaning: Transform and rearrange the data in a way suitable for data analysis
  2. Data Analysis: Perform the necessary calculations to extract useful information
  3. Data Visualization: Use graphs or other type of visualization technique to show your results

While these may be impossible to handle manually, they’re perfectly manageable with Microsoft Excel. The application is advanced yet user friendly enough for the average user.

However, the tricky part you probably struggle with is knowing how to access and apply the right functionalities to your data. Well, it’s time to stop the struggle.

In this post, I’ll show you some Excel tips you can use at each of the data analysis stages.  Click through to jump to a specific section or tip.

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How To Sign PDF Documents With Google Docs & Offline

Sign PDF with Google Docs and PDF Editor Software

The business world is now a digital one. Professionals and users are looking to do and keep everything digital–even signing PDF documents. Users are turning to access a quick way to deal with e-signatures without having to print, sign, and re-scan contracts and forms.

There are a ton of services that can help you sign your documents, both online and offline.

In this tutorial, we show you how to sign your PDF documents offline using Able2Extract Professional PDF editor and online using Google Docs.

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How To Create Secure PDF Documents In Two Different Ways

Here at Investintech, we care about your document productivity and we know that working with multiple documents can be a dreadful uphill battle. Because digital documents and PDFs are an essential part of your day to day work, your document processing routine and PDF tools always need to be updated. They need to be flexible and powerful enough to keep up with you.

This is why we included the features we did in Able2Extract 9. Though you know the PDF tool as Able2Extract PDF Converter, it has gone above and beyond that in this latest version. It can do a whole lot more now—and more conveniently.

Case in point: PDF creation. You may have given the main feature a  quick try, but there’s more to this feature than meets the eye. It can get the job of creating secure PDFs done in more ways than one.

Let’s take a closer look.

Method 1: Create PDF Files With Able2Extract 9

PDF creation within Able2Extract is just as simple as converting a PDF document. So if you’ve ever converted a PDF file with Able2Extract, then you already have a good idea of how to create one.

In other words, you get a new feature with a familiar set up, eliminating any high learning curves that can waste a good chunk of your time. From the command toolbar:

1. Click on the create PDF icon.

Creating PDF Files2. Open your file.

Opening File In Able2Extract

3. Go into the PDF Creation Options… menu and add your PDF security options. Here you can choose a number of settings for your PDF content. Click on OK.

PDF Creation Security Options
4. Then click on Save to complete the process.

Saving PDF In Able2Extract

Method 2: Create Secure PDFs From Your Everyday Applications

That’s just one method. However, if, like me, you prefer to stay in the application you’re working in, Able2Extract still has you covered. With the virtual printer, you can turn any application into a PDF creator.

Just print up your document as usual with the Print functionality, but choose Able2Extract 9.0 Printer instead:

Able2Extract Virtual Print Driver

Yet because you don’t need to open Able2Extract to create PDFs, you may be thinking that you’ll miss out on all the PDF creation options built into this latest version. Not so. This is where the print dispatcher comes into play.

Adjust Settings With The Print Dispatcher

Accessing Able2Extract Print DispatcherYou may have seen this icon lurking around on your system tray after installing Able2Extract.

The Print Dispatcher allows you to control all of your out-of-Able2Extract  PDF creation options.

When combined with the virtual print driver, you can create the same secure PDF just as easily.

On opening the Print Dispatcher, you get everything you need to stay on top of the PDF creation process:

Print Dispatcher Interface

By clicking on the Options… button, you can change the PDF creation settings for all PDF files created through the Able2Extract Print Driver, including the Security settings for each file.  

Selecting PDF Security Options

After your security options are set and your PDF is created, you can check in on your new file from the Print Dispatcher and interact with the file as needed.

Options For Opening PDF

Give the PDF creation feature a good spin if you haven’t already. This is just one of many new Able2Extract 9 features that let you get up close and personal with your PDF documents.

Work With Excel Data Like A Pro With 9 Simple Tips

Excel Spreadsheet Diagram

Without doubt, an Excel spreadsheet is one of the most advanced tools for working with raw data—and one of the most feared.  The application looks complicated, way too advanced, and like something that would take hours to figure out.

I wouldn’t be surprised if upon hearing that you had to start using MS Excel, your heart started to pound. Is there any way to make Microsoft Excel less scary and intimidating? Yes.

By learning a few spreadsheet tricks, you can bring Excel down to your level and start looking at the application in a different light.  We rounded up some of the simplest yet powerful MS Excel spreadsheet tips you can start using on your data.

1. Use MS Excel Format Painter

To start you off, get yourself familiar with formatting your spreadsheet cells. A visually organized spreadsheet is highly appreciated by others as it can help them follow your data and calculations easily. To quickly apply your formatting across hundreds of cells, use the Format Painter:

  1. Select the cell with the formatting you wish to replicate
  2. Go to the Home menu and click on the Format Painter. Excel will display a paintbrush next to the cursor.
  3. Using Excel Format PainterWhile that paintbrush is visible, click to apply all of the attributes from that cell to any other.

To format a range of cells, double-click the Format Painter during step 1. This will keep the formatting active indefinitely. Use the ESC button to deactivate it when you’re done.

2. Select Entire Spreadsheet Columns or Rows

Another quick tip– use the CTRL and SHIFT buttons to select entire rows and columns.

  1. Click on the first cell of the data sequence you want to select.
  2. Hold down CTRL + SHIFT
  3. Then use the arrow keys to get all the data either above, below or adjacent to the cell you’re in.

You can also use CTRL + SHIFT + *   to select your entire data set.

3. Import Data Into Excel Correctly

The benefit of using is Excel is that you can combine different types of data from all kinds of sources.  The trick is importing that data properly so you can create Excel drop down lists or pivot tables from it.

Don’t copy-paste complex data sets. Instead, use the options from the Get External Data option under the Data tab. There are specific options for different sources. So use the appropriate option for your data:

Importing Data to Excel

4. Enter The Same Data Into Multiple Cells

At one point, you may find yourself needing to enter the same data into a number of different cells. Your natural instinct would be to copy-paste over and over again. But there’s a quicker way:

  1. Select all the cells where you need the same data filled in (use CTRL + click to select individual cells that are spread across the worksheet)
  2. In the very last cell you select, type in your data
  3. Use CTRL+ENTER.  The data will be filled in for each cell you selected.

5. Display Excel Spreadsheet Formulas

Viewing Spreadsheet Formulas

Jumping into a spreadsheet created by someone else? Don’t worry. You can easily orient yourself and find out which formulas were used. To do this, use the Show Formulas button. Or you can use CTRL + `  on your keyboard. This will give you a view of all formulas used in the workbook.

6. Freeze Excel Rows And Columns

This is a personal favourite of mine when it comes to viewing lengthy spreadsheets. Once you scroll past the first 20 rows, the first row with the column labels annoyingly disappear from view and you begin to lose track of how the data was organized.

Freezing Excel Columns Rows

To keep them visible, use the Freeze Panes feature under the View menu. You can opt to freeze the top row or, if you have a spreadsheet with numerous columns, you can opt to freeze the first column.

7. Enter Data Patterns Instantly

One great feature in Excel is that it can automatically recognize data patterns. But what’s even better is that Excel will let you enter those data patterns to other cells.

  1. Simply enter your information in two cells to establish your pattern.
  2. Highlight the cells. There will be a small square in the bottom right hand corner of the last cell. Excel Data Patterns
  3. Place your cursor over this square until it becomes a black cross. 
  4. Then click and drag it with your mouse down to populate the cells within a columnEntering Spreadsheet Data Patterns

8. Hide Spreadsheet Rows and Columns

In some cases, you may have information in rows or columns that are for your eyes only and no one else’s. Isolate these cells from your work area (and prying eyes) by hiding them:

  1. Select the first column or row in the range you want to hide.
  2. Go to Format under the Home menu.
  3. Select Hide & Unhide>Hide Rows or Hide ColumnsHiding Excel Rows Columns

To unhide them, click on the first row or column that occur just before and after the hidden range. Repeat steps 2 and 3, but select Unhide Rows or Unhide Columns.

9.  Copy Formulas Or Data Between Worksheets

Another helpful tip to know is how to copy formulas and data to a separate worksheet. This is handy when you’re dealing with data that’s spread across different worksheets and requires repetitive calculations.

  1. With the worksheet containing the formula or data you wish to copy opened, CTRL + click on the tab of the worksheet you want to copy it to.
  2. Click on or navigate to the cell with the formula or data you need (in the opened worksheet).
  3. Press F2 to activate the cell.
  4. Press Enter.  This will re-enter the formula or data, and it will also enter it into the same corresponding cell in the other selected worksheet as well.

These general tips won’t turn you into an Excel guru overnight. But they can help you take that first step towards becoming one! Are you a well-seasoned Excel user? Which of your spreadsheet tricks would you add?

How to Create Your Own Customized Tab In Microsoft Word 2013

No doubt that when you create a Microsoft Word document, you have one or two tools that you always use. But if those tools span a wide range of functionality, they’ll be scattered across the ribbon, forcing you to click and toggle between tabs and bury it back into the Ribbon every time.

To solve this issue, you can customize the Quick Access Toolbar and even create a few shortcuts for your formatting functions. But why not take your productivity even further and create your own tab?

You can easily get your most commonly used functions on one single tab in Microsoft Word 2013. This way every command you need is right at your fingertips without having to go back and forth between different tabs. Here’s how.

1. Right click on any tab and select Customize the Ribbon.

Customizing the Ribbon

2. In the following dialog, click on New Tab.

Creating New Tab

To label it, right click on it and select Rename. Click on OK

3. Next, create a group to organize your commands by functionality (eg. Formatting, Editing, etc.). To do this, click on New Group. You can rename and add icons for each group by right clicking on it and selecting Rename. Do this for each group you want on your tab.

Creating New Group

Now you can start adding commands to them.

4. To add commands to a specific group, ensure that the group is selected and highlighted. Then in the Choose Commands from column, find and select your favourite command. Click on Add. Or you can drag and drop the command directly into the group. Repeat this for every command you want to include.

Adding Commands to Tab

If you’d like to change the order, simply rearrange them by moving them up or down the list.

5.  Click on OK when you’re finished and your customized tab will be added to the main Ribbon.

New Tab in Ribbon

There are a number of ways to get Microsoft Word customized to your liking. Getting your very own tab set up is one of the easiest ways to do it. What other ways do you have MS Word 2013 tailored to your needs?