Excel best practices

  • Don’t Merge cells
    • merging cells will make your life difficult when building formulas, try to avoid it
  • Follow the three rules for tidy data 
    • Each variable is a column
    • Each observation is a row
    • Each type of observational unit is a table

  • Use two monitors and split the view
    • it will make your life in Excel soo much better, fewer errors when building formulas, and frustration level decrease massively
  • If the dataset is not huge use tables
    • formulas within the table will be applied automatically to all the rows
    • formulas will be easier to read as they will have the column title in their description
    • formulas or pivot tables connected to the table will be dynamic, no need to update the range if you add or remove rows from the table
  • If the dataset is big set calculation to manual
    • it will prevent Excel to crash or run slow
  • Don’t hide rows or columns
    • if you hide items there’s a high probability that you’ll forget about them and, as a result you may  end up making errors
    • If you want to tidy up the worksheet, grouping is a better choice because it will be visible that some items have been  collapsed
  • Save a lot