8 tips and tricks you should know for Excel for Mac

Since the release of Excel for Mac, customers have given great feedback about its ease of use and the benefits of the new features. We want to highlight the Excel for Mac features that customers rave about and share some tips and tricks that could save you a ton of time using the most powerful spreadsheet and data analysis tool on the Mac platform.

8 tips and tricks you should know for Excel for Mac

Microsoft Excel

Turn data into insights.

1. Recommended Charts

Choosing a chart type to best represent your data is often challenging. Let Recommended Charts take some of the pain away. This feature allows you to see how selected data would be visualized on a variety of chart types before committing to one in particular. To see a collection of suggested chart types, select a cell in the range of data you want to visualize, and then on the ribbon, under the Insert tab, click Recommended Charts.

8 tips and tricks you should know for Excel for Mac

2. Formula Builder

If you’ve ever had trouble remembering Excel functions or syntax, the new Formula Builder makes it easy. With the Formula Builder in Excel for Mac, building formulas just got simpler. It allows you to search and insert a function, add data to defined function arguments, and get help on any function. To access the Formula Builder, simply click the fx button on the Formula bar or press Shift+F3.

8 tips and tricks you should know for Excel for Mac

3. Chart Formatting task pane

Excel for Mac offers a rich set of features that make creating and customizing charts simpler and more intuitive. One part of this fluid new experience is the Formatting task pane. The new Formatting task pane is the single source for formatting—all of the different styling options are consolidated in one place. With this single task pane, you can modify not only charts, but also shapes and text in Excel!

To use the Formatting task pane, on the ribbon under the Format tab, click the Format Pane button or press Cmd+1 while a chart element is selected.

Chart Formatting task pane

4. PivotTable slicers

Slicers enable you to filter the data in a PivotTable report. It contains a set of buttons allowing you to find the items that you want to filter without the need to open drop-down lists. Creating a slicer is easy—just select the PivotTable you want to filter, and then on the ribbon, under the PivotTable Analyze tab, click the Insert Slicer button. To filter the PivotTable data, simply click one or more of the buttons in the slicer.

PivotTable slicers

5. Data Analysis ToolPak

Still looking for the Data Analysis ToolPak in Mac Excel? It’s finally here! Data Analysis ToolPak is an Excel add-in that helps develop complex statistical or engineering analyses. You provide the data and parameters for each analysis, and the tool uses the appropriate statistical or engineering macro functions to calculate and display the results in an output table. Some tools generate charts in addition to output tables.

PivotTable slicers

To enable this add-in, under the Tools menu, click Add-Ins, select Data Analysis ToolPak and then click OK. The Data Analysis ToolPak is now on the ribbon under the Data tab.

6. More (or new) keyboard shortcuts

When building Office for Mac, one of our key objectives was to make it as easy as possible to transition from using Office for Windows to using Office for Mac and back again. That’s why you’ll notice an interface consistent with Office for Windows and why we added support for virtually all of the Windows Excel keyboard shortcuts. Windows users will rejoice that Windows key assignments like Ctrl+O for Open, Ctrl+F for Find and Ctrl+C for Copy now also work in the Mac version—no need to remember to press Cmd instead of Ctrl. If you want to clear the content of the selected cell or range, just press the delete key. This even works on your Mac laptops, where delete is actually the backspace key. Some popular shortcut keys are listed below; a complete list can be found here.

PivotTable slicers

Note that if a function key doesn’t work as you expect, then press the fn key in addition to the function key. If you don’t want to press the fn key each time, you can change your Apple system preferences:

  1. Go to Apple > System Preferences > Keyboard.
  2. On the Keyboard tab, select the Use all F1, F2, etc. as standard function keys

If you want to customize a keyboard shortcut, you can refer to the steps in this article: Create a custom keyboard shortcut for Office for Mac.

7. New functions in Excel for Mac

We worked hard to ensure your workbook is compatible and works seamlessly across platforms as often as possible. In Excel for Mac, we’ve added almost all new formula functions in Excel 2013 from the Windows platform. Why not have a try on the Arabic function (for example, try =ARABIC(“LVII”)) and see what you get.

Note that the WebService, EncodeURL and FilterXML functions are not available yet in Excel for Mac.

8. Get data using SQL Server ODBC

Say goodbye to having to use third party drivers before connecting to external data in Excel for Mac. Excel for Mac comes with a pre-installed and integrated SQL Server ODBC driver that supports ODBC data connections with SQL Server and Azure SQL Database right out of the box. It also has a brand new Microsoft Query (MSQuery) and Connection Manager to make creating and managing all of your data connections easier and more consistent with Windows. For more details, check out this blog post: Working with external data in Excel for Mac.

What do you think?

We just went through the basics of the new features available in Excel for Mac. Try them out for yourself and share your ideas for other features and improvements you’d like us to change or improve in Excel for Mac.