Excel for iPad: Top 11 tips

Juggle your spreadsheets on the iPad with our guide to the Excel app

7. Look, but don't touch

As with all the Office for iPad apps, there are features of the desktop version not ported across the iPad. Conditional formatting is one, as is Sparklines, mini graphs which fit within the width of a cell to give you a snapshot of trends within a particular row or column.

However, conditional formatting and Sparklines will be displayed on the iPad if you open a spreadsheet containing them, and they will even update accordingly if you change the contents of their cells.

Beware of copying and pasting spreadsheets containing conditional formatting or Sparklines on the iPad, however. Whilst the formulas are carried across if you cut and paste such spreadsheets on the PC, this isn't the case on the iPad. Sparklines will disappear, and while conditional formatting will show in the pasted location, it won't update if you change the contents of the cells.

8. Go online to work together

Although Word for iPad has a rather awkward means of letting two people edit the same document simultaneously, this isn't possible with Excel. If somebody else has the spreadsheet open when you attempt to edit it, you'll be restricted to read-only mode.

If you must collaborate on the same spreadsheet simultaneously, you'll need to fire up the iPad's web browser and use Office Online (http://office.microsoft.com). It has a similar feature set to the iPad app, although the interface is geared towards desktop rather than touchscreen use.

9. Beware of chart limitations

If you're planning to add charts to your spreadsheets, it may be a job better left to the PC. Although on the face of it, the Chart options in Excel for iPad are quite sophisticated there are many different chart types, layouts and colours on offer there's little flexibility once the chart is on the page.

You can't choose to put the chart in a separate tab, for instance. You cannot omit data from the chart once it's been drawn, if you subsequently decide you don't want to include a particular column. Nor can you edit the axis, add a trendline, or add or remove data labels. More chart features may arrive in subsequent updates, but for now they're a little underpowered.

10. Freeze Panes

With the limited screen space afforded by an iPad, you might want to "freeze" information on the screen so that it always remains within view. In our sample spreadsheet in the screengrab below, for example, you might want to freeze the dates in the top row so that when you scroll down to different categories of cost, you'll always see the relevant date at the top of the screen.

To freeze a top row or column, click the View tab, then Freeze Panes and select the relevant option. If you wanted to select multiple rows or columns, tap the row number beneath the row you want to keep on screen, or the column letter to the right of the columns you want to keep frozen, and select Freeze Panes from the menu.

11. Find recently used functions

Most people tend to use a small fraction of the functions available in Excel. Instead of ploughing through the Formulas tab every time you want to enter a formula, you can click on the fx button next to the Formula Bar and open a list of recently used functions. The full list of functions is available underneath, each with an explanation of what it does, which you can open by clicking on the little green i' bubble next to the function's name.

Featured Resources

The IT Pro guide to Windows 10 migration

Everything you need to know for a successful transition

Download now

Managing security risk and compliance in a challenging landscape

How key technology partners grow with your organisation

Download now

Software-defined storage for dummies

Control storage costs, eliminate storage bottlenecks and solve storage management challenges

Download now

6 best practices for escaping ransomware

A complete guide to tackling ransomware attacks

Download now
Advertisement

Most Popular

Visit/security/identity-and-access-management-iam/354289/44-million-microsoft-customers-found-using
identity and access management (IAM)

44 million Microsoft customers found using compromised passwords

6 Dec 2019
Visit/cloud/microsoft-azure/354230/microsoft-not-amazon-is-going-to-win-the-cloud-wars
Microsoft Azure

Microsoft, not Amazon, is going to win the cloud wars

30 Nov 2019
Visit/network-internet/wifi-hotspots/354283/industrial-wi-fi-6-trial-reveals-blistering-speeds
wifi & hotspots

Industrial Wi-Fi 6 trial reveals blistering speeds

5 Dec 2019
Visit/hardware/354237/five-signs-that-its-time-to-retire-it-kit
Sponsored

Five signs that it’s time to retire IT kit

29 Nov 2019