In my last post I gave you some quick Word tips – now let’s tackle Excel. Many people won’t even try using this easy software as they mistakenly assume it’s math-based and complex. But Excel is one of my favorite organizational tools – let me show you!
Excel is a great tracking tool – create a simple contact list, or balance sheet, or anything else you want to keep track of. Yes there are more complex programs out there for recordkeeping, like Access and other database systems, however those are not as accessible (ironically) or as easy to use as Excel.
I’ve created several done-for-you templates you can download for free! But if you want something customized, here are some easy tips.
In case you have never seen Excel before, you should know first that the columns with letters and the rows with numbers combine to create a “cell” – the small box at the intersection. So the example here shows cell F5 highlighted. This is important to know as you learn more.
You may want to create a simple address book for yourself. You would start by creating column headings so you can keep track of what goes where. In cell A1 (see why I said this is important?) you’ll type “First Name.” In cell A2 you’ll type “Last Name,” in cell A3 “Email,” and so on – include all the fields that are useful to you. Then under these headings, in row B, you’ll type your first contact. Keep going and I’ll show you a neat trick!
After you have a list of contact information, take a look at the menu at the top and you’ll see Sort & Filter. Click that. This offers you an easy way to sort your entries. Let’s say you want to see at a glance what cities your contacts are in. Click anywhere in your City column, then click Sort & Filter, then click Sort A-Z. Voila!
So, you can see that Excel will provide you easy recordkeeping, based on whatever column headings you choose. Take a look at the tools I've done for you, and play around with Excel to learn more. You can excel at Excel!
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