The following are a dozen helpful things I learned at a day-long seminar “The Power of Excel – Part 2,” held on location at the offices of the CFA Society of Toronto on June 10, 2015. The seminar was conducted by Jon Zelman of The Marquee Group.

1. Resist the Mouse

2. Best shortcut of the day

3. ALT-ernative Existence

4. If you filter, use SUBTOTAL, not SUM

5. To count the number of visible rows

6. Searching with multiple conditions

7. D is for Database function

8. “Exact” string matching versus “includes”

9. Multiple conditions for SUMIF

10. Weed out bad parameters early with Data Validation

11. Match and Index functions complement each other

12. Video resources abound

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