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Interface, data entry and sheet structure
Navigate workbooks, sheets and ranges and enter and edit data efficiently.
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- Navigate workbooks, sheets and ranges
- Enter and edit data efficiently
- Use number and date formats
- Freeze useful rows and columns
- Organize a file with a clear structure
- Apply naming conventions
Essential formulas and functions
Create formulas with basic operators and use sum, average, min, max and count.
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- Create formulas with basic operators
- Use SUM, AVERAGE, MIN, MAX and COUNT
- Understand relative and absolute references
- Use IF for simple conditions
- Copy formulas without errors
- Diagnose common errors
Sorting, filters, filter views and formatting
Sort by one or more criteria and create filters and filter views.
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- Sort by one or more criteria
- Create filters and filter views
- Use conditional formatting
- Create useful custom formats
- Identify duplicates and blanks
- Prepare a readable team sheet
Logical and lookup functions
Combine IF, AND, OR and IFERROR and use xlookup where available.
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- Combine IF, AND, OR and IFERROR
- Use XLOOKUP where available
- Use INDEX and MATCH when needed
- Understand exact matches
- Connect tables reliably
- Test results with edge cases
Data validation, cleaning and normalization
Create drop-down lists and input rules and clean spaces and inconsistent text.
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- Create drop-down lists and input rules
- Clean spaces and inconsistent text
- Standardize dates, numbers and categories
- Use common text functions
- Detect missing or invalid values
- Establish a quality-control method
Pivot tables and charts
Prepare a clean data source and create a pivot table.
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- Prepare a clean data source
- Create a pivot table
- Group and summarize data
- Choose an appropriate chart
- Create useful slicers or filters
- Refresh and share an analysis
Collaboration, protection and history
Share with the right permissions and use comments and mentions.
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- Share with the right permissions
- Use comments and mentions
- Protect ranges and sheets
- Use version history
- Create personal filter views
- Avoid conflicts and parallel copies
QUERY, array functions and consolidation
Use QUERY to filter and summarize and combine filter, sort and unique.
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- Use QUERY to filter and summarize
- Combine FILTER, SORT and UNIQUE
- Combine ranges when appropriate
- Create dynamic reports without scripts
- Handle errors and incomplete data
- Document complex formulas
Dashboards and named functions
Define dashboard indicators and objectives and combine charts, formulas and filters.
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- Define dashboard indicators and objectives
- Combine charts, formulas and filters
- Create reusable named functions
- Organize a summary page
- Optimize readability and performance
- Prepare a management view
Workspace integrations and no-code workflows
Connect Forms and Sheets for data collection and import or export excel files.
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- Connect Forms and Sheets for data collection
- Import or export Excel files
- Insert tables and charts into Docs or Slides
- Use built-in notifications and features
- Manage permissions across linked files
- Design a maintainable workflow without Apps Script