Excel
48 activities
Charts and Pivots
Create Summary Table
Group and total data into a summary table. Works without Excel; for a live pivot use Insert Pivot Table
Export Chart as Image
Write a chart out as a picture, for an email or a document where the reader will not have the workbook. Needs Windows with Microsoft Excel installed
Insert Chart
Add a real Excel chart to a sheet. Needs Windows with Microsoft Excel installed. Put this step last: a later Excel step rewrites the file and drops the chart
Insert Pivot Table
Add a live PivotTable with a field list and slicers. Needs Excel installed on Windows. Put this step last: a later Excel step rewrites the file and drops the pivot
Update Chart
Re-point an existing chart at different data, or retitle it, keeping the position, colours and axis scale a reader set by hand. Needs Windows with Microsoft Excel installed
Editing
Clear Filter
Show every row again and remove the filter
Clear Range
Empty cells in place. Nothing below shifts up, so formulas pointing at those rows still point at them
Copy Range
Copy cells somewhere else, with or without their formatting. Works even when the destination overlaps the source
Filter Rows
Hide the rows that do not match, and collect the ones that do
Find and Replace
Replace text across a range. Formula cells are left alone, so a replacement cannot quietly break a calculation
Remove Duplicate Rows
Delete repeated rows, keeping the first or the last of each. A number typed as text matches the same number
Sort Range
Sort rows by one column, then optionally a second. Whole rows move and carry their formatting, and blanks sink
Formatting
Apply Conditional Formatting
Add a rule that keeps highlighting cells as the data changes, rather than colouring the ones that match today
Autofit Rows and Columns
Widen columns to fit their contents. Widths are estimated from the longest value rather than measured, and rows are handed back to Excel to fit when the file opens
Format as Table
Turn a range into a real Excel table with banded rows, filter arrows and a name formulas can use
Format Cells
Set fill, font, borders, alignment, number format and size on a range. Every field is optional and only the ones filled in are changed
Merge Cells
Join a range into one cell, or split a merged one back up. Safe to re-run
Reading
Read CSV
Import data from a comma-separated values file
Read Excel
Get data from cells or ranges in a spreadsheet
Read Excel Cell
Read the value from a specific cell in an Excel worksheet, or the formula behind it
Read Password-Protected Excel
Open an Excel file that needs a password and read it into a table
Rows and Columns
Workbook
Close Excel Workbook
Save and close the Excel file
Convert CSV to Excel
Turn a .csv file into a .xlsx workbook. Quantities become numbers so they will sum, and reference numbers keep their leading zeros
Convert Excel to PDF
Save the workbook, or one sheet, as a PDF
Execute Excel Macro
Run an automated macro inside Excel
Manage Named Ranges
Name a range so formulas can say =SUM(Sales) instead of =SUM(Sheet1!$B$2:$B$500), and keep meaning the right cells when rows are inserted
Recalculate Excel Formulas
Recalculate the workbook's formulas and save. Use after writing values other formulas rely on
Refresh Workbook Data
Run every query, connection and PivotTable cache in the workbook again, waiting for the background ones to finish before saving. Needs Windows with Microsoft Excel installed
Save Workbook As
Write a copy of the workbook in another format, leaving the original as it is. xlsx and csv need nothing installed; pdf, xls, xlsb and macro-preserving xlsm go through Excel on Windows
Worksheets
Create New Excel WorkSheet
Add a new blank sheet to the workbook
Delete Excel WorkSheet
Remove a sheet from an Excel workbook
Duplicate Excel WorkSheet
Make a copy of an existing sheet
Freeze Panes
Keep the headings on screen while the rest of the sheet scrolls
Get Used Range
Find where the data on a sheet starts and ends. Worked out from cells that hold something, so a cell that was formatted and then emptied does not count
Hide Rows, Columns or Sheets
Hide working rows, columns or sheets without deleting them, so the formulas that depend on them still work
Protect Worksheet
Stop a sheet being edited by accident. This is not security: an Excel sheet password is trivially removed, so use it to protect a report from mistakes rather than to keep a secret
Rename Worksheet
Rename a sheet. Later steps naming the old sheet will not find it
Writing
Add Row to Sheet
Add a row of values to the end of a sheet
Append Data to Sheet
Add many rows to the end of a sheet in one step. Use Add Row to Sheet for a single row
Auto Fill Range
Copy a cell's formula down the column, like dragging the fill handle in Excel
Write CSV
Write a sheet out as a .csv file. Formulas are written as their answers, since a CSV has nowhere to put a formula
Write Excel
Save data to cells or ranges in a spreadsheet
Write to Cell
Write a value, or an Excel formula, to a specific cell