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Bob Umlas/3 min read

Collection of Excel Tips and Tricks, Part 1

Excel Analysis Workflow

1

Clean the Data

Remove duplicates, handle blanks, normalize text.

2

Add Helper Columns

Compute the derived values you'll analyze on.

3

Build Pivot Tables

Drag dimensions and measures to summarize.

4

Visualize with Charts

Add a chart, format axes, and tell a clear story.

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Explore this comprehensive guide for insightful Excel tips and tricks to enhance your productivity, ranging from simple shortcut keys to advanced VBA code and userform techniques.

This is the first of a series of articles on Excel tips and tricks. Let’s dive right in. In this workbook, there are 3 names defined:

Excel Name Box dropdown showing three defined range names

If I select NYC, I see this:

Excel spreadsheet with the NYC named range selected and highlighted

You can see in the name box (above column A) that NYC is the selected range. The other two ranges’ addresses can be seen here:

Name Manager dialog showing addresses for all defined range names

So what’s the tip/trick? Go to View/Zoom:

Screenshot of the Excel ‘View’ tab ribbon displaying Custom Views, Navigation, Show (with Gridlines and Headings checked), and Zoom options, highlighted by a red arrow pointing to the ‘Zoom’ button.

Select 39% (or less):

Excel Zoom dialog box with 39% zoom level selected

You will now see all range names show up (as long as they’re more than one cell wide or tall):

Excel spreadsheet zoomed to 39% showing all named ranges displayed with their labels

Pretty cool, eh?

OK, let’s look at another set of tips. Here, we’ll examine many shortcut keys. They all involve holding CTRL+Shift down, then we’ll see the effect of using the values 1 through 6 and more: 

Table of Ctrl+Shift keyboard shortcuts in Excel showing number formatting options 1 through 6

Here’s a tip on printing – suppose you have the page setup just the way you like it on sheet1, but you want to use the same setup on sheet2, or other sheets. Do you have to redo all the setup steps again? No – simply place the desired sheets to inherit the desired page setup into “group” mode. You do this by CTRL/clicking another sheet tab, or shift/clicking to put all the sheets between the active sheet and the one you shift/clicked into group mode. When you do this, you will see the word “Group” at the top:

Excel title bar showing Group mode indicator when multiple sheets are selected


Here's sheet1 preview:

Print preview of Sheet1 showing landscape orientation with row and column headers and custom header text

Note it’s landscape, has row and column headers showing, has a header of “My Center Header”, and date and time at the lower right corner.

Sheet2 has no settings. Once Sheet1 and Sheet2 are in group mode, and Sheet1 is the active sheet (the one with the settings you want to copy), you simply visit the Page Setup dialog and click OK:

Screenshot of the Excel ‘Page Layout’ tab ribbon, featuring page setup tools (Margins, Orientation, Size, Print Area, etc.) and a prominent red arrow indicating the ‘Page Setup’ dialog box launcher.

Then you see 🡪

Print preview of Sheet2 now showing the same page setup settings inherited from Sheet1

And that’s it. All the sheets in the group now have the same page setup as the active sheet. What’s left to do is take the sheets out of group mode. The easiest way to do that is to right-click the sheet tab and select Ungroup Sheets:

Right-click menu on sheet tab showing the Ungroup Sheets option

Here’s one for those of you who write VBA code and use Userforms. Here’s a simple userform that displays a listbox with the months in them:

VBA UserForm with a ListBox displaying the twelve months of the year

How do you get the months in the list? I’d guess most either write initialize code to fill the listbox, something like this:

VBA code using a For loop and Format function to populate a ListBox with month names

This works – the value of i the first time is 1, and formatting 1/1/,000 with MMMM is January. The day and year are pretty arbitrary.

Or something like this:

VBA code using an Array function to populate a ListBox with manually typed month names


This also works, but is a lot of typing. Since the array is 0-based, the subscript is i-1 instead of i. We could have used i if the loop were For i=0 to 11. 

Another way would be to put the months in cells – pretty easy because you need only to type January then use the fill handle to get to December, like this:

Excel cells showing month names from January to December filled using the fill handle

And then in the user form design, you can select the listbox and simply point to that range in the Rowsource property:

VBA Properties window showing the RowSource property pointing to a cell range for the ListBox

But here’s the tip – you don’t need any of those ways – there’s a direct way:

All you need in the initialize event of the form is one line:

VBA code using GetCustomListContents(4) to populate a ListBox with month names in one line

What’s GetCustomListContents(4)?

In File/Options, the Advanced section, near the bottom is Edit Custom Lists:

Excel Options Advanced section showing the Edit Custom Lists button

When you click this, you see:

Custom Lists dialog box showing built-in lists including days of the week and months

The 4th one of these is the list of months! You reference this list by Application. Getcustomlistcontents(4)! Had I tried Application. Getcustomlistcontents(2), I would have seen this:

Screenshot of an Excel VBA UserForm labeled 'UserForm1, ' featuring a list box with days of the week (Sunday through Saturday) and an adjacent ‘OK’ button.

Hope you enjoyed the first article of Excel tips & tricks.