5 Essential Excel Tips for Beginners 

Filtering data

Adding dynamic header/footers

Protect sheets and workbook

Trace precedents

Creating simple graphs

Filtering data 

Filtering allows users to view data based on criteria. Highlight data, click the funnel icon, and use dropdowns to filter or sort values. 

Adding dynamic header/footers 

Track printed Excel sheets by adding page numbers, timestamps, and file paths to header or footers with auto-update formulas. Use &[File], &[Tab], &[Page], &[Date]. 

Protect sheets and workbook 

To prevent users from editing a sheet, go to Review, click Protect Sheet, set a password, select allowed actions, and confirm. 

Trace precedents 

Excel’s trace precedents and trace dependents tools show how cells are linked. They help track formulas, but work one cell at a time, with blue arrows indicating data flow. 

Creating simple graphs 

Improve spreadsheet skills by using charts to simplify data. Select two sets, click Insert, choose a graph, and Excel does the rest. 

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