📗 The Excel Power User's Cheat Sheet

The shortcuts, functions, and habits that separate accountants who use Excel from accountants Excel uses.

Free to read and download — no email required.

Keyboard shortcuts worth burning in

Shortcut What it does
Ctrl + ; Insert today’s date
Ctrl + Shift + L Toggle filters
Ctrl + Arrow Jump to edge of data region
Ctrl + Shift + Arrow Select to edge of data region
Alt + = AutoSum selection
F4 Cycle absolute/relative references while editing
Ctrl + PgUp/PgDn Previous / next worksheet
Alt + Enter Line break within a cell
Ctrl + T Convert range to a Table (do this constantly)
F12 Save As
Ctrl + ` Show all formulas
Alt, H, O, I Auto-fit column width

Ten functions that do the heavy lifting

  1. XLOOKUP — retire VLOOKUP: =XLOOKUP(key, lookup_col, return_col, "not found"). No column counting, no silent wrong-column bugs, built-in miss handling.
  2. SUMIFS / COUNTIFS — multi-condition totals: =SUMIFS(amounts, dates, ">="&start, accounts, "4*").
  3. FILTER — pull every matching row, live: =FILTER(tbl, (tbl[Status]="Open")*(tbl[Amount]>10000)).
  4. UNIQUE + SORT — instant distinct lists: =SORT(UNIQUE(tbl[Vendor])) — the backbone of a summary tab.
  5. TEXTJOIN=TEXTJOIN(", ", TRUE, range) for readable exception lists.
  6. IFERROR — wrap lookups, not logic: catch misses, never mask math errors.
  7. EOMONTH — period-end dates without drama: =EOMONTH(TODAY(), -1) = last month-end.
  8. LET — name your intermediate steps so the next reviewer can read the formula.
  9. SUMPRODUCT — the old-guard multi-condition workhorse; still unbeatable for weighted calcs.
  10. TEXTSPLIT / TEXTBEFORE / TEXTAFTER — parse imported strings without Text-to-Columns ceremonies.

Habits of reviewable workbooks

  • Tables everywhere. Ctrl+T gives you structured references, auto-expanding formulas, and formats that survive inserts.
  • One direction of flow. Inputs → calculations → outputs, left to right, tab by tab. No formula reaches “backward.”
  • No hardcoded numbers inside formulas. Every rate, threshold, and date lives in a labeled assumptions cell.
  • Color code by convention. Blue = input, black = formula. Every reviewer instantly knows what they may touch.
  • Trace before you trust. Ctrl+[ jumps to precedents; Formulas → Evaluate Formula steps through logic.
  • Power Query for anything you clean twice. If you fixed an export’s formatting last month and will fix it again next month, record it once in Power Query and refresh forever.

Signs you’re ready for the next level

You nest more than three IFs (learn IFS/SWITCH or LET) · you copy-paste the same cleanup weekly (Power Query) · your file exceeds 50 MB (data model / Power Pivot) · you type the same report monthly (dynamic arrays + one refresh).

Our Excel courses pick up exactly here — see the Excel CPE hub for live and self-study options.

Like this? Get new templates and free CPE tips in your inbox. Optional — the download's already yours.

Upcoming dates

Loading…