Like being a star athlete, a great singer, or a super-effective classroom teacher, there are very important fundamentals that must be followed in order for one to be successful in any of these fields. Often times, these fundamentals are completely transparent to observers, except for the most expert. The same is actually true of the use of spreadsheets. While PC Mag has acknowledged that mastering Microsoft Excel can take years, some very basic fundamentals make an enormous difference in what can be accomplished with a spreadsheet.

Some important rules for successful spreadsheet use include:

Working Environment

• Spreadsheets on Screen--Spreadsheets are designed to be used on a computer. It’s not to say that we never print spreadsheets because we do at times, but 99% of the time, we work with a spreadsheet in the most efficient manner on the computer rather than for how it will look for printing.
• Normal View--Always use Normal View (View > Normal) for data entry and manipulation.
• Toolbars--Select View > Toolbars > Standard & View > Toolbars > Formatting. Most importantly, also select View > Formula Bar, which will show you exactly what is really in each cell as you select it.
• Workbooks & Worksheets--Don’t be afraid to use multiple worksheets within a single workbook. Label them carefully.

Layout

• Columns & Rows--Columns are for data fields/variables. Rows are for records.
• Header Row--Row 1 should always be used as a header row. Headers should be short and descriptive. Each column should have a header.Depending on the spreadsheet’s purpose and audience, headers may be free of spaces.
• Align Data within Columns--Whether it is left-aligned, centered, or right-aligned, depends on the data in the column, but all data within a column should be aligned.
• Separate Distinct Data--It’s not difficult to split data in to separate columns from a single column (i.e., split “last, first” to two columns--“last name” and “first name”), but it’s even easier to push data together from separate columns in to a single column (i.e., from “last name” and “first name” to “last, first”.) So, keep separate data separate from the start.

Content

• Grab Starting Data from Elsewhere--Teachers, support staff, and administrators all have the ability to export data from PowerSchool. Get your IDs, Names, etc. from there!
• Student IDs--ALWAYS use student id numbers for each student when collecting data on students. Typically ID numbers will fill Column A or Column B.
• Use Columns/Fields for Categorizing, Not Colors--People like to organize their spreadsheets by color. This is fine. Do not only organize by color. Rather than represent a category within a spreadsheet by color-coding cells, use a new column, create the proper field, and categorize that. Data can then be sorted, counted, analyzed using that.

Tips

• Use a Mouse and/or Tab and/or Return--When doing significant and/or extended work in Excel use a wired mouse plugged in to your laptop to make work more efficient. Better yet, for data entry, use the Tab key to move to the next cell to the right in a row and the Return key to move the next cell down in a column.
• Right-Click--When you “right-click” in Excel a contextual menu will pop up with a number of options that you can apply to the selected cell, column, or row.
• Plan Ahead--Before beginning to work in your spreadsheet, consider what fields you are going to use, how your records are going to be used, etc. This will help you visualize how your schedule ought to be laid out and will make your organization of rows and columns much easier.

Tags: Excel