EXCEL KEY POINTS
📊 Microsoft Excel Cheat Sheet (for Data Science & Analytics)
🧩 1️⃣ Basic Excel Shortcuts
| Action | Shortcut (Windows) | Shortcut (Mac) |
|---|---|---|
| Copy | Ctrl + C | Cmd + C |
| Paste | Ctrl + V | Cmd + V |
| Cut | Ctrl + X | Cmd + X |
| Undo / Redo | Ctrl + Z / Ctrl + Y | Cmd + Z / Cmd + Y |
| Save | Ctrl + S | Cmd + S |
| Select All | Ctrl + A | Cmd + A |
| Find / Replace | Ctrl + F / Ctrl + H | Cmd + F / Cmd + H |
| Insert Row / Column | Ctrl + Shift + "+" | Cmd + Shift + "+" |
| Delete Row / Column | Ctrl + - | Cmd + - |
| Filter Toggle | Ctrl + Shift + L | Cmd + Shift + F |
| Move to End of Data | Ctrl + Arrow key | Cmd + Arrow key |
🧮 2️⃣ Basic Functions
| Function | Description | Example |
|---|---|---|
SUM() | Adds up a range | =SUM(A1:A10) |
AVERAGE() | Calculates mean | =AVERAGE(B1:B10) |
COUNT() | Counts numeric cells | =COUNT(C1:C20) |
COUNTA() | Counts non-empty cells | =COUNTA(C1:C20) |
MIN() / MAX() | Minimum or maximum | =MAX(A1:A10) |
ROUND() | Round to given decimals | =ROUND(A1, 2) |
ABS() | Absolute value | =ABS(A1) |
📅 3️⃣ Date & Time Functions
| Function | Description | Example |
|---|---|---|
TODAY() | Current date | =TODAY() |
NOW() | Current date & time | =NOW() |
YEAR() / MONTH() / DAY() | Extract components | =YEAR(A1) |
DATEDIF() | Date difference | =DATEDIF(A1, A2, "D") |
EDATE() | Add months | =EDATE(A1, 3) |
NETWORKDAYS() | Working days | =NETWORKDAYS(A1, A2) |
🔍 4️⃣ Text/String Functions
| Function | Description | Example |
|---|---|---|
LEN() | String length | =LEN(A1) |
UPPER() / LOWER() | Convert case | =UPPER(A1) |
PROPER() | Capitalize each word | =PROPER(A1) |
LEFT() / RIGHT() | Extract characters | =LEFT(A1, 5) |
MID() | Extract substring | =MID(A1, 2, 3) |
CONCAT() / & | Combine strings | =A1 & " " & B1 |
TRIM() | Remove spaces | =TRIM(A1) |
TEXT() | Format numbers | =TEXT(A1, "0.00") |
FIND() / SEARCH() | Locate substring | =FIND("x", A1) |
📈 5️⃣ Logical & Conditional Functions
| Function | Description | Example |
|---|---|---|
IF() | Logical condition | =IF(A1>50, "Pass", "Fail") |
AND() / OR() | Multiple conditions | =AND(A1>10, B1<5) |
IFERROR() | Handle errors | =IFERROR(A1/B1, "Error") |
IFS() | Multiple IFs | =IFS(A1>80,"A",A1>60,"B",TRUE,"C") |
🧠 6️⃣ Lookup & Reference Functions
| Function | Description | Example |
|---|---|---|
VLOOKUP() | Search vertically | =VLOOKUP(A1, B:C, 2, FALSE) |
HLOOKUP() | Search horizontally | =HLOOKUP(A1, B1:F2, 2, FALSE) |
XLOOKUP() | Modern lookup | =XLOOKUP(A1, B1:B10, C1:C10, "Not Found") |
INDEX() | Get value at position | =INDEX(A1:C10, 3, 2) |
MATCH() | Get position of value | =MATCH("John", A1:A10, 0) |
INDIRECT() | Dynamic cell reference | =INDIRECT("A" & B1) |
OFFSET() | Offset a reference | =OFFSET(A1,2,1) |
💰 7️⃣ Statistical Functions
| Function | Description | Example |
|---|---|---|
MEDIAN() | Median value | =MEDIAN(A1:A10) |
MODE() | Most frequent value | =MODE(A1:A10) |
STDEV.P() / STDEV.S() | Standard deviation | =STDEV.S(A1:A10) |
VAR.P() / VAR.S() | Variance | =VAR.P(A1:A10) |
CORREL() | Correlation | =CORREL(A1:A10, B1:B10) |
COVARIANCE.P() | Covariance | =COVARIANCE.P(A1:A10, B1:B10) |
RANK() | Rank value | =RANK(A1, A1:A10) |
🔄 8️⃣ Data Cleaning Functions
| Function | Purpose |
|---|---|
TRIM() | Removes leading/trailing spaces |
CLEAN() | Removes non-printable characters |
SUBSTITUTE() | Replaces text |
VALUE() | Converts text → number |
TEXTJOIN() | Combines with delimiter |
REMOVE DUPLICATES | Found in Data tab |
TEXT TO COLUMNS | Split text by delimiter |
📊 9️⃣ Data Analysis Tools (Menu Based)
| Tool | Location | Purpose |
|---|---|---|
| Pivot Tables | Insert → PivotTable | Summarize data dynamically |
| What-If Analysis | Data tab | Goal Seek, Scenario Manager |
| Solver Add-in | Add-ins | Optimization problems |
| Data Analysis ToolPak | Add-ins | Regression, ANOVA, Descriptive Stats |
🔢 🔟 Common Data Visualization
| Chart | Use Case |
|---|---|
| Column / Bar | Compare categories |
| Line | Trends over time |
| Pie | Percentage composition |
| Scatter | Correlation |
| Histogram | Distribution |
| Box Plot | Spread & outliers (Excel 2016+) |
Tip:
Go to → Insert → Choose appropriate chart → Add labels, trendlines, error bars via Chart Elements (+).
🧮 11️⃣ Pivot Table Tips
-
Drag fields into Rows, Columns, Values, and Filters.
-
Apply Value Field Settings → Sum / Count / Average.
-
Use Calculated Fields for custom metrics.
-
Use Group By for dates or numeric ranges.
⚙️ 12️⃣ Data Manipulation Techniques
| Task | Function / Tool |
|---|---|
| Filter data | Ctrl + Shift + L |
| Sort by column | Data → Sort |
| Conditional Formatting | Home → Styles |
| Remove duplicates | Data → Remove Duplicates |
| Split text to columns | Data → Text to Columns |
| Combine data | Power Query (Get & Transform) |
📊 13️⃣ Power Query (Get & Transform Data)
🔹 Use for:
-
Merging multiple files or sheets
-
Data cleaning & transformation
-
Automating refreshes
🔹 Access:
Data → Get Data → From File/Workbook/Web → Power Query Editor
🧠 14️⃣ Power Pivot & DAX (Advanced Analytics)
| DAX Function | Description |
|---|---|
CALCULATE() | Custom aggregations |
FILTER() | Dynamic filters |
SUMX() | Row-wise aggregation |
RELATED() | Access related table |
ALL() | Remove filters |
IF(), AND(), OR() | Logical conditions |
📈 15️⃣ Regression & Correlation Analysis
Using Data Analysis ToolPak → Regression
Outputs:
-
R, R²
-
Adjusted R²
-
Coefficients
-
Standard Error
-
Significance F
Shortcut to enable:
File → Options → Add-ins → Analysis ToolPak → Enable
🧮 16️⃣ Array & Dynamic Functions (Excel 365)
| Function | Description |
|---|---|
UNIQUE() | Get unique values |
FILTER() | Filter array by condition |
SORT() | Sort dynamically |
SEQUENCE() | Generate sequence |
RANDARRAY() | Random numbers |
LET() | Define variables in formula |
Example:
🧰 17️⃣ Error Handling
| Function | Description |
|---|---|
IFERROR() | Replace errors with custom text |
ISERROR() / ISNA() | Check for errors |
NA() | Returns #N/A intentionally |
💡 18️⃣ Data Science Relevance
✅ Exploratory Data Analysis (EDA) → Pivot tables, filters, descriptive stats
✅ Regression / Forecasting → Data Analysis ToolPak
✅ Data Cleaning → TRIM, CLEAN, SUBSTITUTE
✅ Data Visualization → Charts, conditional formatting
✅ Automation → Power Query, VBA Macros
✅ Integration → Import/export CSV, Power BI link
📘 19️⃣ Bonus: Excel to Python / Pandas Mapping
| Excel Concept | Pandas Equivalent |
|---|---|
| VLOOKUP | merge() |
| Pivot Table | pivot_table() |
| Filter | df[df['col']>x] |
| Average | df['col'].mean() |
| Sort | df.sort_values('col') |
| Remove Duplicates | df.drop_duplicates() |
| Text Split | str.split() |
| CountIf | df['col'].value_counts() |
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